Commonwealth Equity Services
PHM icon

Commonwealth Equity Services’s Pultegroup PHM Stock Holding History

Commonwealth Equity Services’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 		$5.01M Buy
36,512
+598
+2% +$72.6K 0.01% 1392
2026
Q1 		$4.22M Buy
35,914
+2,385
+7% +$305K 0.01% 1451
2025
Q4 		$3.93M Sell
33,529
-10,279
-23% -$1.26M 0.01% 1497
2025
Q3 		$5.79M Sell
43,808
-13,590
-24% -$1.69M 0.01% 1243
2025
Q2 		$6.05M Buy
57,398
+4,080
+8% +$411K 0.01% 1188
2025
Q1 		$5.48M Sell
53,318
-8,252
-13% -$891K 0.01% 1224
2024
Q4 		$6.71M Buy
61,570
+337
+0.6% +$43.8K 0.01% 1052
2024
Q3 		$8.79M Buy
61,233
+17,012
+38% +$2.16M 0.01% 898
2024
Q2 		$4.87M Buy
44,221
+2,230
+5% +$253K 0.01% 1215
2024
Q1 		$5.07M Buy
41,991
+11,065
+36% +$1.19M 0.01% 1159
2023
Q4 		$3.19M Buy
30,926
+7,389
+31% +$628K 0.01% 1385
2023
Q3 		$1.74M Sell
23,537
-9,289
-28% -$740K ﹤0.01% 1704
2023
Q2 		$2.55M Buy
32,826
+13,221
+67% +$896K 0.01% 1468
2023
Q1 		$1.14K Sell
19,605
-1,712
-8% -$92.4K ﹤0.01% 1956
2022
Q4 		$970K Sell
21,317
-424
-2% -$17.9K ﹤0.01% 1984
2022
Q3 		$815K Sell
21,741
-4,861
-18% -$204K ﹤0.01% 2045
2022
Q2 		$1.05M Sell
26,602
-14,788
-36% -$623K ﹤0.01% 1845
2022
Q1 		$1.73M Buy
41,390
+742
+2% +$36.8K ﹤0.01% 1598
2021
Q4 		$2.32M Sell
40,648
-832
-2% -$42.7K 0.01% 1404
2021
Q3 		$1.9M Sell
41,480
-1,301
-3% -$67.6K ﹤0.01% 1458
2021
Q2 		$2.33M Buy
42,781
+7,085
+20% +$396K 0.01% 1326
2021
Q1 		$1.87M Buy
35,696
+1,982
+6% +$92.5K 0.01% 1371
2020
Q4 		$1.45M Buy
33,714
+2,367
+8% +$105K ﹤0.01% 1418
2020
Q3 		$1.45M Sell
31,347
-6,007
-16% -$257K 0.01% 1277
2020
Q2 		$1.27M Buy
37,354
+19,242
+106% +$578K ﹤0.01% 1277
2020
Q1 		$404K Sell
18,112
-25,821
-59% -$997K ﹤0.01% 1843
2019
Q4 		$1.7M Buy
43,933
+21,061
+92% +$818K 0.01% 1125
2019
Q3 		$835K Sell
22,872
-2,694
-11% -$89.6K ﹤0.01% 1471
2019
Q2 		$808K Sell
25,566
-521
-2% -$16.3K ﹤0.01% 1490
2019
Q1 		$729K Buy
26,087
+1,029
+4% +$28K ﹤0.01% 1502
2018
Q4 		$651K Buy
25,058
+513
+2% +$12.7K ﹤0.01% 1466
2018
Q3 		$607K Sell
24,545
-17,861
-42% -$506K ﹤0.01% 1655
2018
Q2 		$1.22M Buy
42,406
+16,897
+66% +$508K 0.01% 1178
2018
Q1 		$752K Sell
25,509
-2,637
-9% -$81.8K ﹤0.01% 1414
2017
Q4 		$936K Buy
28,146
+3,125
+12% +$97K 0.01% 1255
2017
Q3 		$684K Buy
25,021
+1,591
+7% +$40.3K ﹤0.01% 1408
2017
Q2 		$575K Buy
23,430
+3,840
+20% +$89.6K ﹤0.01% 1481
2017
Q1 		$461K Buy
+19,590
New +$422K ﹤0.01% 1556
2016
Q3 		– Sell
-10,448
Closed -$204K – 2291
2016
Q2 		$204K Buy
+10,448
New +$194K ﹤0.01% 1943
2015
Q1 		– Sell
-12,962
Closed -$278K – 2212
2014
Q4 		$278K Buy
12,962
+734
+6% +$14.6K ﹤0.01% 1613
2014
Q3 		$216K Buy
12,228
+74
+0.6% +$1.39K ﹤0.01% 1776
2014
Q2 		$245K Sell
12,154
-4,217
-26% -$81K ﹤0.01% 1690
2014
Q1 		$314K Buy
16,371
+309
+2% +$6.1K ﹤0.01% 1433
2013
Q4 		$327K Buy
+16,062
New +$285K ﹤0.01% 1392
2013
Q3 		– Sell
-10,274
Closed -$195K – 1914
2013
Q2 		$195K Buy
+10,274
New +$214K ﹤0.01% 1582

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

Commonwealth Equity Services's PHM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Pultegroup (PHM) stake by 1.7% in Q2 2026, buying an estimated $72.6K and bringing the position to 36,512 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #1392.

Commonwealth Equity Services first reported a position in PHM in Q2 2013 and has held it in 45 quarters since. The position peaked at $8.79M in Q3 2024. 388 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Commonwealth Equity Services held 36,512 shares of Pultegroup worth $5.01M as of Q2 2026.
  • Commonwealth Equity Services bought 598 Pultegroup shares in Q2 2026, an estimated $72.6K.
  • Pultegroup made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1392 holding.
  • Commonwealth Equity Services first reported a position in Pultegroup in Q2 2013 and has held it in 45 quarters since.
  • Commonwealth Equity Services's Pultegroup position peaked at $8.79M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.