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Concurrent Investment Advisors’s Pultegroup PHM Stock Holding History

Concurrent Investment Advisors’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 		$2M Sell
14,565
-21
-0.1% -$2.55K 0.02% 723
2026
Q1 		$1.72M Sell
14,586
-2,167
-13% -$278K 0.02% 672
2025
Q4 		$1.96M Buy
16,753
+10,467
+167% +$1.28M 0.02% 577
2025
Q3 		$831K Sell
6,286
-362
-5% -$45K 0.01% 709
2025
Q2 		$701K Sell
6,648
-1,564
-19% -$158K 0.01% 725
2025
Q1 		$844K Buy
8,212
+3,831
+87% +$414K 0.02% 597
2024
Q4 		$477K Buy
4,381
+760
+21% +$98.7K 0.01% 679
2024
Q3 		$520K Buy
3,621
+245
+7% +$31.1K 0.02% 608
2024
Q2 		$372K Buy
3,376
+906
+37% +$103K 0.01% 674
2024
Q1 		$298K Buy
+2,470
New +$265K 0.01% 676

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

Concurrent Investment Advisors's PHM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Pultegroup (PHM) stake by 0.14% in Q2 2026, selling an estimated $2.55K and leaving 14,565 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #723.

Concurrent Investment Advisors first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Concurrent Investment Advisors held 14,565 shares of Pultegroup worth $2M as of Q2 2026.
  • Concurrent Investment Advisors sold 21 Pultegroup shares in Q2 2026, an estimated $2.55K.
  • Pultegroup made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #723 holding.
  • Concurrent Investment Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.