AlphaGrep UK
PHM icon

AlphaGrep UK’s Pultegroup PHM Stock Holding History

AlphaGrep UK’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
Q3 		$272K Buy
2,343
+360
+18% +$45.2K 0.08% 540
2026
Q2 		$272K Sell
1,983
-3,703
-65% -$450K 0.08% 531
2026
Q1 		$669K Buy
5,686
+608
+12% +$77.9K 0.19% 116
2025
Q4 		$595K Buy
+5,078
New +$623K 0.2% 151

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AlphaGrep UK's PHM Position: Q3 2026 in Review

AlphaGrep UK increased its Pultegroup (PHM) stake by 18% in Q3 2026, buying an estimated $45.2K and bringing the position to 2,343 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #540.

AlphaGrep UK first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $669K in Q1 2026. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • AlphaGrep UK held 2,343 shares of Pultegroup worth $272K as of Q3 2026.
  • AlphaGrep UK bought 360 Pultegroup shares in Q3 2026, an estimated $45.2K.
  • Pultegroup made up 0.08% of AlphaGrep UK's portfolio in Q3 2026, its #540 holding.
  • AlphaGrep UK first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's Pultegroup position peaked at $669K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.