EI
PHM icon

Ethic Inc’s Pultegroup PHM Stock Holding History

Ethic Inc’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 		$4.83M Sell
35,204
-1,873
-5% -$227K 0.06% 311
2026
Q1 		$4.36M Buy
37,077
+760
+2% +$97.3K 0.07% 291
2025
Q4 		$4.26M Buy
36,317
+2,678
+8% +$328K 0.07% 293
2025
Q3 		$4.44M Sell
33,639
-5,129
-13% -$637K 0.07% 269
2025
Q2 		$4.09M Buy
38,768
+2,889
+8% +$291K 0.07% 279
2025
Q1 		$3.7M Sell
35,879
-5,002
-12% -$540K 0.07% 273
2024
Q4 		$4.45M Sell
40,881
-6,742
-14% -$875K 0.09% 224
2024
Q3 		$5.74M Sell
47,623
-629
-1% -$80K 0.15% 173
2024
Q2 		$5.31M Buy
48,252
+629
+1% +$71.4K 0.12% 178
2024
Q1 		$5.74M Sell
47,623
-5,681
-11% -$610K 0.15% 173
2023
Q4 		$5.5M Buy
53,304
+10,458
+24% +$889K 0.16% 148
2023
Q3 		$3.17M Buy
42,846
+9,785
+30% +$780K 0.11% 220
2023
Q2 		$2.57M Sell
33,061
-2,065
-6% -$140K 0.1% 252
2023
Q1 		$2.05M Sell
35,126
-3,379
-9% -$182K 0.08% 288
2022
Q4 		$1.75M Buy
38,505
+25,170
+189% +$1.06M 0.09% 269
2022
Q3 		$500K Buy
13,335
+3,220
+32% +$135K 0.03% 493
2022
Q2 		$401K Sell
10,115
-1,051
-9% -$44.3K 0.03% 542
2022
Q1 		$468K Buy
11,166
+2,207
+25% +$110K 0.03% 481
2021
Q4 		$512K Buy
8,959
+2,069
+30% +$106K 0.04% 404
2021
Q3 		$316K Buy
6,890
+2,102
+44% +$109K 0.03% 465
2021
Q2 		$261K Buy
4,788
+196
+4% +$11K 0.03% 472
2021
Q1 		$241K Buy
+4,592
New +$214K 0.04% 430

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ethic Inc's PHM Position: Q2 2026 in Review

Ethic Inc reduced its Pultegroup (PHM) stake by 5.1% in Q2 2026, selling an estimated $227K and leaving 35,204 shares worth $4.83M. The position accounts for 0.06% of the portfolio, ranked #311.

Ethic Inc first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.74M in Q3 2024. 347 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ethic Inc held 35,204 shares of Pultegroup worth $4.83M as of Q2 2026.
  • Ethic Inc sold 1,873 Pultegroup shares in Q2 2026, an estimated $227K.
  • Pultegroup made up 0.06% of Ethic Inc's portfolio in Q2 2026, its #311 holding.
  • Ethic Inc first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • Ethic Inc's Pultegroup position peaked at $5.74M in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.