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Cresset Asset Management’s Pultegroup PHM Stock Holding History

Cresset 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 		$2.97M Sell
21,587
-416
-2% -$50.5K 0.01% 546
2026
Q1 		$2.59M Buy
22,003
+5,107
+30% +$654K 0.01% 497
2025
Q4 		$1.99M Buy
16,896
+13,410
+385% +$1.64M 0.01% 570
2025
Q3 		$461K Buy
3,486
+413
+13% +$51.3K ﹤0.01% 1057
2025
Q2 		$325K Sell
3,073
-3,369
-52% -$339K ﹤0.01% 1106
2025
Q1 		$664K Buy
6,442
+1,205
+23% +$130K ﹤0.01% 934
2024
Q4 		$571K Sell
5,237
-26,076
-83% -$3.39M ﹤0.01% 1023
2024
Q3 		$4.5M Buy
31,313
+15
+0% +$1.91K 0.02% 478
2024
Q2 		$3.45M Buy
31,298
+2,810
+10% +$319K 0.01% 521
2024
Q1 		$3.44M Buy
28,488
+389
+1% +$41.7K 0.02% 452
2023
Q4 		$2.91M Sell
28,099
-769
-3% -$65.3K 0.02% 447
2023
Q3 		$2.14M Buy
28,868
+1,672
+6% +$133K 0.01% 532
2023
Q2 		$2.12M Buy
+27,196
New +$1.84M ﹤0.01% 637
2022
Q2 		– Sell
-7,056
Closed -$296K – 1055
2022
Q1 		$296K Sell
7,056
-24
-0.3% -$1.19K ﹤0.01% 784
2021
Q4 		$405K Buy
7,080
+2,149
+44% +$110K ﹤0.01% 763
2021
Q3 		$228K Buy
4,931
+268
+6% +$13.9K ﹤0.01% 974
2021
Q2 		$255K Buy
4,663
+127
+3% +$7.1K ﹤0.01% 849
2021
Q1 		$238K Buy
+4,536
New +$212K ﹤0.01% 784
2019
Q2 		– Sell
-2,283
Closed -$64K – 1342
2019
Q1 		$64K Sell
2,283
-94
-4% -$2.56K ﹤0.01% 704
2018
Q4 		$62K Buy
+2,377
New +$58.8K ﹤0.01% 428

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

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

Cresset Asset Management reduced its Pultegroup (PHM) stake by 1.9% in Q2 2026, selling an estimated $50.5K and leaving 21,587 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #546.

Cresset Asset Management first reported a position in PHM in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.5M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cresset Asset Management held 21,587 shares of Pultegroup worth $2.97M as of Q2 2026.
  • Cresset Asset Management sold 416 Pultegroup shares in Q2 2026, an estimated $50.5K.
  • Pultegroup made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #546 holding.
  • Cresset Asset Management first reported a position in Pultegroup in Q4 2018 and has held it in 20 quarters since.
  • Cresset Asset Management's Pultegroup position peaked at $4.5M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.