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 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	$8.63K	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	$9.58K	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

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 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Aspect Partners's PHM Position: Q2 2026 in Review

Aspect Partners reduced its Pultegroup (PHM) stake by 15% in Q2 2026, selling an estimated $1.82K and leaving 87 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Aspect Partners first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q3 2025. 197 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Aspect Partners held 87 shares of Pultegroup worth $11.9K as of Q2 2026.
Aspect Partners sold 15 Pultegroup shares in Q2 2026, an estimated $1.82K.
Pultegroup made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #257 holding.
Aspect Partners first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Pultegroup position peaked at $12.9K in Q3 2025.
197 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.