Aspect Partners’s Pultegroup PHM Stock Holding History

Aspect Partners’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	$10.1K	Hold	87	–	–	﹤0.01%	272
2026 Q2	$11.9K	Sell	87 -15	-15%	-$1.82K	﹤0.01%	257
2026 Q1	$12K	Hold	102	–	–	﹤0.01%	238
2025 Q4	$12K	Buy	102 +4	+4%	+$491	0.01%	242
2025 Q3	$12.9K	Buy	98 +14	+17%	+$1.74K	0.01%	264
2025 Q2	$8.86K	Hold	84	–	–	﹤0.01%	303
2025 Q1	$8.64K	Sell	84 -3	-3%	-$324	﹤0.01%	277
2024 Q4	$9.47K	Hold	87	–	–	0.01%	292
2024 Q3	$12.5K	Hold	87	–	–	0.01%	248
2024 Q2	$9.6K	Hold	87	–	–	0.01%	275
2024 Q1	$10.5K	Hold	87	–	–	0.01%	265
2023 Q4	$8.98K	Buy	+87	New	+$7.39K	0.01%	268

Other funds holding PHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aspect Partners's PHM Position: Q3 2026 in Review

Aspect Partners held its Pultegroup (PHM) position steady in Q3 2026 at 87 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Aspect Partners first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q3 2025. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Aspect Partners held 87 shares of Pultegroup worth $10.1K as of Q3 2026.
Aspect Partners left its Pultegroup share count unchanged in Q3 2026.
Pultegroup made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #272 holding.
Aspect Partners first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Pultegroup position peaked at $12.9K in Q3 2025.
210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.