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Wright Investors Service’s Pultegroup PHM Stock Holding History

Wright Investors Service’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
Q1 		$2.06M Sell
17,507
-89
-0.5% -$11.4K 0.65% 42
2025
Q4 		$2.06M Sell
17,596
-3,668
-17% -$450K 0.62% 41
2025
Q3 		$2.81M Buy
21,264
+4,234
+25% +$526K 0.81% 36
2025
Q2 		$1.8M Sell
17,030
-35
-0.2% -$3.53K 0.54% 48
2025
Q1 		$1.75M Sell
17,065
-6,865
-29% -$741K 0.58% 47
2024
Q4 		$2.61M Sell
23,930
-7,650
-24% -$993K 0.85% 33
2024
Q3 		$4.53M Buy
31,580
+4,685
+17% +$596K 1.19% 25
2024
Q2 		$2.96M Buy
26,895
+840
+3% +$95.4K 0.78% 36
2024
Q1 		$3.14M Sell
26,055
-4,725
-15% -$507K 0.8% 39
2023
Q4 		$3.18M Sell
30,780
-2,204
-7% -$187K 0.89% 38
2023
Q3 		$2.44M Sell
32,984
-11,728
-26% -$935K 0.71% 47
2023
Q2 		$3.47M Buy
44,712
+910
+2% +$61.7K 0.98% 30
2023
Q1 		$2.55M Buy
43,802
+14,186
+48% +$766K 0.73% 49
2022
Q4 		$1.35M Sell
29,616
-1,933
-6% -$81.4K 0.39% 87
2022
Q3 		$1.18M Buy
31,549
+1,997
+7% +$84K 0.37% 87
2022
Q2 		$1.17M Buy
29,552
+1,561
+6% +$65.7K 0.33% 90
2022
Q1 		$1.17M Buy
+27,991
New +$1.39M 0.29% 92
2020
Q2 		– Sell
-22,453
Closed -$501K – 152
2020
Q1 		$501K Buy
+22,453
New +$867K 0.22% 100

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wright Investors Service's PHM Position: Q1 2026 in Review

Wright Investors Service reduced its Pultegroup (PHM) stake by 0.51% in Q1 2026, selling an estimated $11.4K and leaving 17,507 shares worth $2.06M. The position accounts for 0.65% of the portfolio, ranked #42.

Wright Investors Service first reported a position in PHM in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.53M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Wright Investors Service held 17,507 shares of Pultegroup worth $2.06M as of Q1 2026.
  • Wright Investors Service sold 89 Pultegroup shares in Q1 2026, an estimated $11.4K.
  • Pultegroup made up 0.65% of Wright Investors Service's portfolio in Q1 2026, its #42 holding.
  • Wright Investors Service first reported a position in Pultegroup in Q1 2020 and has held it in 18 quarters since.
  • Wright Investors Service's Pultegroup position peaked at $4.53M in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.