Diversified Trust’s Pultegroup PHM Stock Holding History

Diversified Trust’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	$336K	Sell	2,452 -61	-2%	-$7.41K	0.01%	876
2026 Q1	$296K	Buy	2,513 +136	+6%	+$17.4K	0.01%	854
2025 Q4	$279K	Sell	2,377 -3	-0.1%	-$368	0.01%	855
2025 Q3	$314K	Buy	2,380 +103	+5%	+$12.8K	0.01%	786
2025 Q2	$240K	Sell	2,277 -55	-2%	-$5.54K	0.01%	818
2025 Q1	$240K	Buy	+2,332	New	+$252K	0.01%	791
2023 Q3	–	Sell	-6,711	Closed	-$521K	–	903
2023 Q2	$521K	Buy	6,711 +1,439	+27%	+$97.5K	0.02%	449
2023 Q1	$307K	Buy	+5,272	New	+$285K	0.01%	611
2022 Q2	–	Sell	-5,179	Closed	-$217K	–	836
2022 Q1	$217K	Buy	+5,179	New	+$257K	0.01%	729
2021 Q3	–	Sell	-4,553	Closed	-$248K	–	844
2021 Q2	$248K	Buy	4,553 +625	+16%	+$34.9K	0.01%	618
2021 Q1	$206K	Sell	3,928 -856	-18%	-$40K	0.01%	689
2020 Q4	$206K	Sell	4,784 -595	-11%	-$26.4K	0.01%	664
2020 Q3	$249K	Buy	+5,379	New	+$230K	0.01%	500

Other funds holding PHM

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 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Diversified Trust's PHM Position: Q2 2026 in Review

Diversified Trust reduced its Pultegroup (PHM) stake by 2.4% in Q2 2026, selling an estimated $7.41K and leaving 2,452 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #876.

Diversified Trust first reported a position in PHM in Q3 2020 and has held it in 13 quarters since. The position peaked at $521K in Q2 2023. 149 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Diversified Trust held 2,452 shares of Pultegroup worth $336K as of Q2 2026.
Diversified Trust sold 61 Pultegroup shares in Q2 2026, an estimated $7.41K.
Pultegroup made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #876 holding.
Diversified Trust first reported a position in Pultegroup in Q3 2020 and has held it in 13 quarters since.
Diversified Trust's Pultegroup position peaked at $521K in Q2 2023.
149 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.