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Belpointe Asset Management’s Pultegroup PHM Stock Holding History

Belpointe Asset 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 		$633K Sell
4,614
-971
-17% -$118K 0.02% 639
2026
Q1 		$657K Buy
5,585
+834
+18% +$107K 0.02% 606
2025
Q4 		$557K Buy
4,751
+71
+2% +$8.71K 0.02% 619
2025
Q3 		$618K Buy
4,680
+67
+1% +$8.32K 0.02% 564
2025
Q2 		$486K Sell
4,613
-3,701
-45% -$373K 0.02% 583
2025
Q1 		$855K Buy
8,314
+5,037
+154% +$544K 0.04% 378
2024
Q4 		$431K Buy
3,277
+123
+4% +$16K 0.03% 546
2024
Q3 		$453K Sell
3,154
-2,294
-42% -$292K 0.03% 530
2024
Q2 		$600K Buy
5,448
+2,331
+75% +$265K 0.04% 417
2024
Q1 		$376K Buy
+3,117
New +$334K 0.03% 515
2023
Q3 		– Sell
-4,815
Closed -$374K – 703
2023
Q2 		$374K Sell
4,815
-7,532
-61% -$510K 0.04% 381
2023
Q1 		$720K Buy
12,347
+326
+3% +$17.6K 0.04% 423
2022
Q4 		$547K Buy
+12,021
New +$506K 0.03% 498
2022
Q3 		– Sell
-2,525
Closed -$100K – 1221
2022
Q2 		$100K Buy
+2,525
New +$106K 0.01% 1126

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

Belpointe Asset Management's PHM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Pultegroup (PHM) stake by 17% in Q2 2026, selling an estimated $118K and leaving 4,614 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #639.

Belpointe Asset Management first reported a position in PHM in Q2 2022 and has held it in 14 quarters since. The position peaked at $855K in Q1 2025. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Belpointe Asset Management held 4,614 shares of Pultegroup worth $633K as of Q2 2026.
  • Belpointe Asset Management sold 971 Pultegroup shares in Q2 2026, an estimated $118K.
  • Pultegroup made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #639 holding.
  • Belpointe Asset Management first reported a position in Pultegroup in Q2 2022 and has held it in 14 quarters since.
  • Belpointe Asset Management's Pultegroup position peaked at $855K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.