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Cromwell Holdings’s Pultegroup PHM Stock Holding History

Cromwell Holdings’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 		$82.6K Buy
601
+17
+3% +$2.06K 0.04% 398
2026
Q1 		$68.8K Buy
584
+4
+0.7% +$512 0.04% 408
2025
Q4 		$68.2K Hold
580
– – 0.04% 405
2025
Q3 		$76.8K Hold
580
– – 0.04% 383
2025
Q2 		$61.3K Buy
580
+88
+18% +$8.87K 0.04% 420
2025
Q1 		$50.7K Buy
492
+10
+2% +$1.08K 0.03% 450
2024
Q4 		$52.6K Sell
482
-83
-15% -$10.8K 0.03% 439
2024
Q3 		$81.2K Buy
565
+83
+17% +$10.6K 0.05% 338
2024
Q2 		$53.2K Buy
+482
New +$54.7K 0.03% 421

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cromwell Holdings's PHM Position: Q2 2026 in Review

Cromwell Holdings increased its Pultegroup (PHM) stake by 2.9% in Q2 2026, buying an estimated $2.06K and bringing the position to 601 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #398.

Cromwell Holdings first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 203 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cromwell Holdings held 601 shares of Pultegroup worth $82.6K as of Q2 2026.
  • Cromwell Holdings bought 17 Pultegroup shares in Q2 2026, an estimated $2.06K.
  • Pultegroup made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #398 holding.
  • Cromwell Holdings first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 203 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.