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Ascent Group’s Pultegroup PHM Stock Holding History

Ascent Group’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 		$2.08M Buy
15,172
+3,157
+26% +$383K 0.06% 259
2026
Q1 		$1.41M Buy
12,015
+828
+7% +$106K 0.05% 306
2025
Q4 		$1.31M Buy
11,187
+564
+5% +$69.2K 0.04% 321
2025
Q3 		$1.4M Buy
10,623
+3,313
+45% +$411K 0.05% 303
2025
Q2 		$771K Buy
7,310
+1,509
+26% +$152K 0.03% 382
2025
Q1 		$596K Sell
5,801
-12
-0.2% -$1.3K 0.03% 423
2024
Q4 		$633K Buy
5,813
+800
+16% +$104K 0.05% 340
2024
Q3 		$720K Buy
5,013
+825
+20% +$105K 0.05% 326
2024
Q2 		$461K Buy
4,188
+1,068
+34% +$121K 0.04% 366
2024
Q1 		$376K Buy
3,120
+135
+5% +$14.5K 0.03% 397
2023
Q4 		$315K Sell
2,985
-306
-9% -$26K 0.03% 411
2023
Q3 		$266K Sell
3,291
-38
-1% -$3.03K 0.03% 403
2023
Q2 		$286K Buy
+3,329
New +$226K 0.03% 385

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ascent Group's PHM Position: Q2 2026 in Review

Ascent Group increased its Pultegroup (PHM) stake by 26% in Q2 2026, buying an estimated $383K and bringing the position to 15,172 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #259.

Ascent Group first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ascent Group held 15,172 shares of Pultegroup worth $2.08M as of Q2 2026.
  • Ascent Group bought 3,157 Pultegroup shares in Q2 2026, an estimated $383K.
  • Pultegroup made up 0.06% of Ascent Group's portfolio in Q2 2026, its #259 holding.
  • Ascent Group first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.