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J. Safra Sarasin Holding’s Pultegroup PHM Stock Holding History

J. Safra Sarasin Holding’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 		$1.01M Buy
13,157
+6,112
+87% +$742K 0.01% 387
2026
Q1 		$828K Sell
7,045
-495
-7% -$63.4K 0.01% 330
2025
Q4 		$884K Sell
7,540
-2,091
-22% -$256K 0.01% 331
2025
Q3 		$1.27M Buy
9,631
+6,725
+231% +$835K 0.02% 273
2025
Q2 		$306K Sell
2,906
-17,187
-86% -$1.73M 0.01% 424
2025
Q1 		$2.07M Sell
20,093
-158,852
-89% -$17.2M 0.04% 217
2024
Q4 		$19.5M Sell
178,945
-38,320
-18% -$4.98M 0.33% 82
2024
Q3 		$31.2M Buy
217,265
+10,659
+5% +$1.36M 0.54% 56
2024
Q2 		$22.7M Buy
+206,606
New +$23.5M 0.42% 70

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Safra Sarasin Holding's PHM Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Pultegroup (PHM) stake by 87% in Q2 2026, buying an estimated $742K and bringing the position to 13,157 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #387.

J. Safra Sarasin Holding first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.2M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • J. Safra Sarasin Holding held 13,157 shares of Pultegroup worth $1.01M as of Q2 2026.
  • J. Safra Sarasin Holding bought 6,112 Pultegroup shares in Q2 2026, an estimated $742K.
  • Pultegroup made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #387 holding.
  • J. Safra Sarasin Holding first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Sarasin Holding's Pultegroup position peaked at $31.2M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.