Bank Julius Baer & Co
PHM icon

Bank Julius Baer & Co’s Pultegroup PHM Stock Holding History

Bank Julius Baer & Co’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 		$2.55M Sell
22,347
-5,081
-19% -$651K 0.01% 289
2025
Q4 		$3.24M Sell
27,428
-10,417
-28% -$1.28M 0.01% 268
2025
Q3 		$5M Sell
37,845
-2,811
-7% -$349K 0.01% 238
2025
Q2 		$4.29M Buy
40,656
+40,604
+78,085% +$4.09M 0.01% 263
2025
Q1 		$5.34K Sell
52
-1,841
-97% -$199K ﹤0.01% 591
2024
Q4 		$228K Sell
1,893
-501
-21% -$65K ﹤0.01% 413
2024
Q3 		$407K Sell
2,394
-154
-6% -$19.6K ﹤0.01% 348
2024
Q2 		$312K Sell
2,548
-6,329
-71% -$719K ﹤0.01% 318
2024
Q1 		$990K Buy
+8,877
New +$952K ﹤0.01% 270
2023
Q3 		– Sell
-2,550
Closed -$198K – 560
2023
Q2 		$198K Sell
2,550
-1,430
-36% -$96.9K ﹤0.01% 407
2023
Q1 		$232K Sell
3,980
-40
-1% -$2.16K ﹤0.01% 427
2022
Q4 		$183K Buy
4,020
+2,929
+268% +$123K ﹤0.01% 430
2022
Q3 		$41K Sell
1,091
-951
-47% -$40K ﹤0.01% 512
2022
Q2 		$81K Sell
2,042
-3
-0.1% -$126 ﹤0.01% 502
2022
Q1 		$86K Sell
2,045
-7,531
-79% -$374K ﹤0.01% 493
2021
Q4 		$547K Buy
9,576
+3,099
+48% +$159K ﹤0.01% 416
2021
Q3 		$297K Sell
6,477
-62,059
-91% -$3.22M ﹤0.01% 503
2021
Q2 		$3.74M Buy
68,536
+56,929
+490% +$3.18M 0.02% 228
2021
Q1 		$609K Sell
11,607
-13,926
-55% -$650K ﹤0.01% 409
2020
Q4 		$1.1M Buy
25,533
+13,519
+113% +$599K 0.01% 336
2020
Q3 		$556K Sell
12,014
-59,942
-83% -$2.56M 0.01% 375
2020
Q2 		$3.39M Buy
71,956
+28,322
+65% +$850K 0.04% 163
2020
Q1 		$974K Buy
+43,634
New +$1.69M 0.02% 230

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Bank Julius Baer & Co's PHM Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Pultegroup (PHM) stake by 19% in Q1 2026, selling an estimated $651K and leaving 22,347 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #289.

Bank Julius Baer & Co first reported a position in PHM in Q1 2020 and has held it in 23 quarters since. The position peaked at $5M in Q3 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Bank Julius Baer & Co held 22,347 shares of Pultegroup worth $2.55M as of Q1 2026.
  • Bank Julius Baer & Co sold 5,081 Pultegroup shares in Q1 2026, an estimated $651K.
  • Pultegroup made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #289 holding.
  • Bank Julius Baer & Co first reported a position in Pultegroup in Q1 2020 and has held it in 23 quarters since.
  • Bank Julius Baer & Co's Pultegroup position peaked at $5M in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.