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Baron Wealth Management’s Pultegroup PHM Stock Holding History

Baron 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 		$346K Sell
2,522
-678
-21% -$82.3K 0.09% 175
2026
Q1 		$376K Buy
+3,200
New +$410K 0.11% 149
2024
Q4 		– Sell
-2,069
Closed -$297K – 216
2024
Q3 		$297K Buy
+2,069
New +$263K 0.14% 125

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baron Wealth Management's PHM Position: Q2 2026 in Review

Baron Wealth Management reduced its Pultegroup (PHM) stake by 21% in Q2 2026, selling an estimated $82.3K and leaving 2,522 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #175.

Baron Wealth Management first reported a position in PHM in Q3 2024 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 227 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Baron Wealth Management held 2,522 shares of Pultegroup worth $346K as of Q2 2026.
  • Baron Wealth Management sold 678 Pultegroup shares in Q2 2026, an estimated $82.3K.
  • Pultegroup made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Baron Wealth Management first reported a position in Pultegroup in Q3 2024 and has held it in 3 quarters since.
  • Baron Wealth Management's Pultegroup position peaked at $376K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.