AG
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AlTi Global’s Pultegroup PHM Stock Holding History

AlTi Global’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 		$1.07M Buy
7,762
+120
+2% +$14.6K 0.02% 257
2026
Q1 		$900K Sell
7,642
-357
-4% -$45.7K 0.02% 250
2025
Q4 		$939K Buy
7,999
+341
+4% +$41.8K 0.02% 239
2025
Q3 		$1.01M Buy
7,658
+18
+0.2% +$2.24K 0.02% 242
2025
Q2 		$869K Sell
7,640
-1
-0% -$101 0.02% 249
2025
Q1 		$786K Sell
7,641
-32
-0.4% -$3.46K 0.02% 235
2024
Q4 		$898K Sell
7,673
-90
-1% -$11.7K 0.02% 229
2024
Q3 		$1.12M Sell
7,763
-170
-2% -$21.6K 0.03% 203
2024
Q2 		$875K Sell
7,933
-671
-8% -$76.2K 0.02% 217
2024
Q1 		$1.04M Sell
8,604
-4,091
-32% -$439K 0.03% 195
2023
Q4 		$1.31M Buy
+12,695
New +$1.08M 0.04% 166

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

AlTi Global's PHM Position: Q2 2026 in Review

AlTi Global increased its Pultegroup (PHM) stake by 1.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 7,762 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #257.

AlTi Global first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2023. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • AlTi Global held 7,762 shares of Pultegroup worth $1.07M as of Q2 2026.
  • AlTi Global bought 120 Pultegroup shares in Q2 2026, an estimated $14.6K.
  • Pultegroup made up 0.02% of AlTi Global's portfolio in Q2 2026, its #257 holding.
  • AlTi Global first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Pultegroup position peaked at $1.31M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.