Corient Private Wealth
PHM icon

Corient Private Wealth’s Pultegroup PHM Stock Holding History

Corient Private Wealth’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 		$21.6M Sell
157,511
-20,158
-11% -$2.45M 0.03% 409
2026
Q1 		$20.8M Sell
177,669
-236,688
-57% -$30.3M 0.03% 392
2025
Q4 		$28.8M Buy
414,357
+289,594
+232% +$35.5M 0.02% 480
2025
Q3 		$16.5M Buy
124,763
+14,584
+13% +$1.81M 0.03% 428
2025
Q2 		$11.6M Sell
110,179
-800
-0.7% -$80.6K 0.02% 491
2025
Q1 		$11.4M Sell
110,979
-3,145
-3% -$340K 0.02% 496
2024
Q4 		$12.4M Sell
114,124
-27,443
-19% -$3.56M 0.02% 466
2024
Q3 		$20.3M Buy
141,567
+15,750
+13% +$2M 0.03% 419
2024
Q2 		$13.9M Buy
125,817
+978
+0.8% +$111K 0.02% 455
2024
Q1 		$15.1M Sell
124,839
-357
-0.3% -$38.3K 0.03% 443
2023
Q4 		$12.9M Sell
125,196
-2,476
-2% -$210K 0.02% 470
2023
Q3 		$9.45M Buy
127,672
+377
+0.3% +$30.1K 0.02% 493
2023
Q2 		$9.89M Sell
127,295
-6,962
-5% -$472K 0.02% 477
2023
Q1 		$7.82M Sell
134,257
-2,400
-2% -$130K 0.02% 473
2022
Q4 		$6.22M Buy
+136,657
New +$5.76M 0.02% 450

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Corient Private Wealth's PHM Position: Q2 2026 in Review

Corient Private Wealth reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $2.45M and leaving 157,511 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #409.

Corient Private Wealth first reported a position in PHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.8M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Corient Private Wealth held 157,511 shares of Pultegroup worth $21.6M as of Q2 2026.
  • Corient Private Wealth sold 20,158 Pultegroup shares in Q2 2026, an estimated $2.45M.
  • Pultegroup made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #409 holding.
  • Corient Private Wealth first reported a position in Pultegroup in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Pultegroup position peaked at $28.8M in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.