HWAM
PHM icon

Hennion & Walsh Asset Management’s Pultegroup PHM Stock Holding History

Hennion & Walsh Asset Management’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 		$1.94M Sell
14,131
-670
-5% -$81.4K 0.06% 387
2026
Q1 		$1.74M Buy
14,801
+163
+1% +$20.9K 0.06% 386
2025
Q4 		$1.72M Sell
14,638
-304
-2% -$37.3K 0.06% 392
2025
Q3 		$1.97M Sell
14,942
-45
-0.3% -$5.59K 0.07% 352
2025
Q2 		$1.58M Buy
14,987
+1,223
+9% +$123K 0.06% 362
2025
Q1 		$1.41M Sell
13,764
-371
-3% -$40.1K 0.06% 374
2024
Q4 		$1.54M Sell
14,135
-448
-3% -$58.2K 0.07% 352
2024
Q3 		$2.09M Sell
14,583
-1,802
-11% -$229K 0.1% 270
2024
Q2 		$1.8M Sell
16,385
-4,307
-21% -$489K 0.09% 272
2024
Q1 		$2.5M Buy
20,692
+1,521
+8% +$163K 0.13% 210
2023
Q4 		$1.98M Buy
19,171
+3,213
+20% +$273K 0.11% 242
2023
Q3 		$1.18M Sell
15,958
-4,567
-22% -$364K 0.08% 321
2023
Q2 		$1.59M Buy
20,525
+3,809
+23% +$258K 0.09% 262
2023
Q1 		$974K Buy
16,716
+5,939
+55% +$321K 0.06% 364
2022
Q4 		$491K Sell
10,777
-2,599
-19% -$110K 0.03% 508
2022
Q3 		$502K Sell
13,376
-952
-7% -$40K 0.03% 481
2022
Q2 		$568K Sell
14,328
-2,948
-17% -$124K 0.04% 459
2022
Q1 		$724K Sell
17,276
-3,133
-15% -$155K 0.04% 425
2021
Q4 		$1.17M Buy
20,409
+3,815
+23% +$196K 0.06% 322
2021
Q3 		$762K Buy
16,594
+8,994
+118% +$467K 0.04% 412
2021
Q2 		$415K Sell
7,600
-3,782
-33% -$211K 0.02% 556
2021
Q1 		$597K Buy
+11,382
New +$531K 0.04% 470

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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Hennion & Walsh Asset Management's PHM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Pultegroup (PHM) stake by 4.5% in Q2 2026, selling an estimated $81.4K and leaving 14,131 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #387.

Hennion & Walsh Asset Management first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.5M in Q1 2024. 197 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Hennion & Walsh Asset Management held 14,131 shares of Pultegroup worth $1.94M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 670 Pultegroup shares in Q2 2026, an estimated $81.4K.
  • Pultegroup made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #387 holding.
  • Hennion & Walsh Asset Management first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Pultegroup position peaked at $2.5M in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.