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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
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 $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 $6.07B AUM 11.2% 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

Ascent Group's PHM Position: Q1 2026 in Review

Ascent Group increased its Pultegroup (PHM) stake by 7.4% in Q1 2026, buying an estimated $106K and bringing the position to 12,015 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #306.

Ascent Group first reported a position in PHM in Q2 2023 and has held it in 12 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Ascent Group held 12,015 shares of Pultegroup worth $1.41M as of Q1 2026.
  • Ascent Group bought 828 Pultegroup shares in Q1 2026, an estimated $106K.
  • Pultegroup made up 0.05% of Ascent Group's portfolio in Q1 2026, its #306 holding.
  • Ascent Group first reported a position in Pultegroup in Q2 2023 and has held it in 12 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.