Diversified Enterprises
PHM icon

Diversified Enterprises’s Pultegroup PHM Stock Holding History

Diversified Enterprises’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 		$267K Sell
2,298
-273
-11% -$34.3K 0.01% 372
2026
Q2 		$353K Sell
2,571
-73
-3% -$8.87K 0.02% 306
2026
Q1 		$311K Sell
2,644
-34
-1% -$4.35K 0.02% 315
2025
Q4 		$314K Buy
+2,678
New +$328K 0.02% 287

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Sumitomo Mitsui Trust Group
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STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Diversified Enterprises's PHM Position: Q3 2026 in Review

Diversified Enterprises reduced its Pultegroup (PHM) stake by 11% in Q3 2026, selling an estimated $34.3K and leaving 2,298 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #372.

Diversified Enterprises first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $353K in Q2 2026. 338 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Diversified Enterprises held 2,298 shares of Pultegroup worth $267K as of Q3 2026.
  • Diversified Enterprises sold 273 Pultegroup shares in Q3 2026, an estimated $34.3K.
  • Pultegroup made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #372 holding.
  • Diversified Enterprises first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's Pultegroup position peaked at $353K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.