WA
PHM icon

WPG Advisers’s Pultegroup PHM Stock Holding History

WPG Advisers’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 		$23.7K Hold
173
– – 0.01% 506
2026
Q1 		$20.3K Buy
173
+4
+2% +$512 0.02% 484
2025
Q4 		$19.8K Sell
169
-90
-35% -$11K 0.01% 507
2025
Q3 		$34.2K Hold
259
– – 0.03% 376
2025
Q2 		$27.3K Buy
259
+11
+4% +$1.11K 0.02% 421
2025
Q1 		$25.5K Buy
248
+149
+151% +$16.1K 0.02% 414
2024
Q4 		$10.8K Buy
+99
New +$12.9K 0.01% 606

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPG Advisers's PHM Position: Q2 2026 in Review

WPG Advisers held its Pultegroup (PHM) position steady in Q2 2026 at 173 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #506.

WPG Advisers first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.2K in Q3 2025. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • WPG Advisers held 173 shares of Pultegroup worth $23.7K as of Q2 2026.
  • WPG Advisers left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #506 holding.
  • WPG Advisers first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Pultegroup position peaked at $34.2K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.