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Apella Capital’s Pultegroup PHM Stock Holding History

Apella Capital’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 		$289K Buy
2,228
+45
+2% +$5.46K ﹤0.01% 588
2026
Q1 		$276K Buy
2,183
+15
+0.7% +$1.92K ﹤0.01% 577
2025
Q4 		$254K Buy
2,168
+5
+0.2% +$613 0.01% 477
2025
Q3 		$268K Buy
2,163
+87
+4% +$10.8K 0.01% 409
2025
Q2 		$225K Buy
2,076
+10
+0.5% +$1.01K 0.01% 396
2025
Q1 		$201K Buy
+2,066
New +$223K 0.01% 375

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Apella Capital's PHM Position: Q2 2026 in Review

Apella Capital increased its Pultegroup (PHM) stake by 2.1% in Q2 2026, buying an estimated $5.46K and bringing the position to 2,228 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Apella Capital first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Apella Capital held 2,228 shares of Pultegroup worth $289K as of Q2 2026.
  • Apella Capital bought 45 Pultegroup shares in Q2 2026, an estimated $5.46K.
  • Pultegroup made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #588 holding.
  • Apella Capital first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.