Wilmington Savings Fund Society’s Pultegroup PHM Stock Holding History

Wilmington Savings Fund Society’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Sell	1,021 -300	-23%	-$36.4K	﹤0.01%	668
2026 Q1	$155K	Sell	1,321 -103	-7%	-$13.2K	﹤0.01%	646
2025 Q4	$167K	Sell	1,424 -123	-8%	-$15.1K	﹤0.01%	632
2025 Q3	$204K	Sell	1,547 -95	-6%	-$11.8K	﹤0.01%	585
2025 Q2	$173K	Sell	1,642 -303	-16%	-$30.5K	﹤0.01%	850
2025 Q1	$200K	Sell	1,945 -2	-0.1%	-$216	﹤0.01%	800
2024 Q4	$212K	Sell	1,947 -3,150	-62%	-$409K	﹤0.01%	808
2024 Q3	$732K	Buy	+5,097	New	+$648K	0.01%	483

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wilmington Savings Fund Society's PHM Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Pultegroup (PHM) stake by 23% in Q2 2026, selling an estimated $36.4K and leaving 1,021 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Wilmington Savings Fund Society first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $732K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Wilmington Savings Fund Society held 1,021 shares of Pultegroup worth $140K as of Q2 2026.
Wilmington Savings Fund Society sold 300 Pultegroup shares in Q2 2026, an estimated $36.4K.
Pultegroup made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #668 holding.
Wilmington Savings Fund Society first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Pultegroup position peaked at $732K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.