CX Institutional
PHM icon

CX Institutional’s Pultegroup PHM Stock Holding History

CX Institutional’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
Q3 		$414K Sell
3,564
-134
-4% -$16.8K 0.01% 520
2026
Q2 		$507K Buy
3,698
+605
+20% +$73.5K 0.01% 472
2026
Q1 		$364K Buy
3,093
+196
+7% +$25.1K 0.01% 539
2025
Q4 		$340K Buy
2,897
+315
+12% +$38.6K 0.01% 532
2025
Q3 		$341K Buy
2,582
+251
+11% +$31.2K 0.01% 532
2025
Q2 		$246K Sell
2,331
-38
-2% -$3.83K 0.01% 560
2025
Q1 		$244K Sell
2,369
-1,260
-35% -$136K 0.01% 530
2024
Q4 		$395K Buy
3,629
+18
+0.5% +$2.34K 0.02% 387
2024
Q3 		$518K Buy
3,611
+8
+0.2% +$1.02K 0.02% 363
2024
Q2 		$397K Buy
3,603
+2,016
+127% +$229K 0.02% 398
2024
Q1 		$191K Buy
1,587
+16
+1% +$1.72K 0.01% 528
2023
Q4 		$162K Buy
+1,571
New +$134K 0.01% 506
2023
Q3 		– Sell
-70,815
Closed -$5.5M – 529
2023
Q2 		$5.5M Sell
70,815
-4,606
-6% -$312K 0.28% 99
2023
Q1 		$4.43M Sell
75,421
-9,710
-11% -$524K 0.24% 126
2022
Q4 		$3.88M Buy
85,131
+29,390
+53% +$1.24M 0.24% 118
2022
Q3 		$2.09M Buy
55,741
+55,551
+29,237% +$2.34M 0.15% 174
2022
Q2 		$8K Buy
+190
New +$8K ﹤0.01% 982
2021
Q4 		– Sell
-377
Closed -$17K – 759
2021
Q3 		$17K Sell
377
-72
-16% -$3.74K ﹤0.01% 763
2021
Q2 		$25K Buy
449
+73
+19% +$4.08K ﹤0.01% 700
2021
Q1 		$20K Buy
376
+128
+52% +$5.98K ﹤0.01% 669
2020
Q4 		$11K Sell
248
-37
-13% -$1.64K ﹤0.01% 722
2020
Q3 		$13K Buy
285
+160
+128% +$6.85K ﹤0.01% 634
2020
Q2 		$4K Buy
125
+83
+198% +$2.49K ﹤0.01% 692
2020
Q1 		$1K Sell
42
-41
-49% -$1.58K ﹤0.01% 744
2019
Q4 		$3K Sell
83
-32,586
-100% -$1.27M ﹤0.01% 641
2019
Q3 		$1.19M Sell
32,669
-3,962
-11% -$132K 0.19% 111
2019
Q2 		$1.16M Buy
36,631
+36,494
+26,638% +$1.14M 0.18% 112
2019
Q1 		$4K Buy
+137
New +$3.73K ﹤0.01% 597

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

CX Institutional's PHM Position: Q3 2026 in Review

CX Institutional reduced its Pultegroup (PHM) stake by 3.6% in Q3 2026, selling an estimated $16.8K and leaving 3,564 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #520.

CX Institutional first reported a position in PHM in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.5M in Q2 2023. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • CX Institutional held 3,564 shares of Pultegroup worth $414K as of Q3 2026.
  • CX Institutional sold 134 Pultegroup shares in Q3 2026, an estimated $16.8K.
  • Pultegroup made up 0.01% of CX Institutional's portfolio in Q3 2026, its #520 holding.
  • CX Institutional first reported a position in Pultegroup in Q1 2019 and has held it in 28 quarters since.
  • CX Institutional's Pultegroup position peaked at $5.5M in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.