Halbert Hargrove Global Advisors
PHM icon

Halbert Hargrove Global Advisors’s Pultegroup PHM Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-5
Closed -$713 – 611
2026
Q2 		$713 Buy
+5
New +$607 ﹤0.01% 481

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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

Halbert Hargrove Global Advisors's PHM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 5 shares — an estimated $713 sold.

Halbert Hargrove Global Advisors first reported a position in PHM in Q2 2026 and held it in 1 quarter. The position peaked at $713 in Q2 2026. 338 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 Pultegroup shares in Q3 2026, an estimated $713.
  • Halbert Hargrove Global Advisors first reported a position in Pultegroup in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Pultegroup position peaked at $713 in Q2 2026.
  • 338 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.