CI
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
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% +$5.97K ﹤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

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CX Institutional's PHM Position: Q2 2026 in Review

CX Institutional increased its Pultegroup (PHM) stake by 20% in Q2 2026, buying an estimated $73.5K and bringing the position to 3,698 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #472.

CX Institutional first reported a position in PHM in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.5M in Q2 2023. 183 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • CX Institutional held 3,698 shares of Pultegroup worth $507K as of Q2 2026.
  • CX Institutional bought 605 Pultegroup shares in Q2 2026, an estimated $73.5K.
  • Pultegroup made up 0.01% of CX Institutional's portfolio in Q2 2026, its #472 holding.
  • CX Institutional first reported a position in Pultegroup in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Pultegroup position peaked at $5.5M in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.