AEPWM
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Atlantic Edge Private Wealth Management’s Pultegroup PHM Stock Holding History

Atlantic Edge Private Wealth Management’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 		$3.43K Sell
25
-70
-74% -$8.5K ﹤0.01% 521
2026
Q1 		$11.2K Hold
95
– – ﹤0.01% 374
2025
Q4 		$11.1K Hold
95
– – ﹤0.01% 371
2025
Q3 		$12.6K Buy
95
+25
+36% +$3.1K ﹤0.01% 348
2025
Q2 		$7.38K Hold
70
– – ﹤0.01% 389
2025
Q1 		$7.2K Sell
70
-50
-42% -$5.4K ﹤0.01% 380
2024
Q4 		$13.1K Hold
120
– – ﹤0.01% 309
2024
Q3 		$17.2K Hold
120
– – 0.01% 285
2024
Q2 		$13.2K Hold
120
– – ﹤0.01% 294
2024
Q1 		$14.5K Hold
120
– – 0.01% 281
2023
Q4 		$12.4K Buy
+120
New +$10.2K 0.01% 281

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PHM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Pultegroup (PHM) stake by 74% in Q2 2026, selling an estimated $8.5K and leaving 25 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Atlantic Edge Private Wealth Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q3 2024. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 25 shares of Pultegroup worth $3.43K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 70 Pultegroup shares in Q2 2026, an estimated $8.5K.
  • Pultegroup made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Pultegroup position peaked at $17.2K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.