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Ballentine Partners’s Pultegroup PHM Stock Holding History

Ballentine 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 		$661K Buy
4,820
+980
+26% +$119K 0.01% 474
2026
Q1 		$452K Buy
3,840
+255
+7% +$32.7K 0.01% 566
2025
Q4 		$420K Sell
3,585
-23
-0.6% -$2.82K 0.01% 578
2025
Q3 		$477K Sell
3,608
-22
-0.6% -$2.73K 0.01% 522
2025
Q2 		$383K Buy
3,630
+112
+3% +$11.3K 0.01% 582
2025
Q1 		$362K Sell
3,518
-616
-15% -$66.5K 0.01% 557
2024
Q4 		$450K Sell
4,134
-33
-0.8% -$4.29K 0.01% 451
2024
Q3 		$598K Sell
4,167
-371
-8% -$47.2K 0.01% 376
2024
Q2 		$500K Buy
4,538
+781
+21% +$88.7K 0.01% 408
2024
Q1 		$453K Buy
3,757
+151
+4% +$16.2K 0.01% 415
2023
Q4 		$372K Buy
3,606
+523
+17% +$44.4K 0.01% 438
2023
Q3 		$228K Buy
3,083
+54
+2% +$4.3K 0.01% 520
2023
Q2 		$235K Buy
+3,029
New +$205K 0.01% 508

Other funds holding PHM

Swedbank
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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Ballentine Partners's PHM Position: Q2 2026 in Review

Ballentine Partners increased its Pultegroup (PHM) stake by 26% in Q2 2026, buying an estimated $119K and bringing the position to 4,820 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #474.

Ballentine Partners first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. 125 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ballentine Partners held 4,820 shares of Pultegroup worth $661K as of Q2 2026.
  • Ballentine Partners bought 980 Pultegroup shares in Q2 2026, an estimated $119K.
  • Pultegroup made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #474 holding.
  • Ballentine Partners first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • 125 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.