Legal Advantage Investments’s Pultegroup PHM Stock Holding History

Legal Advantage Investments’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	$538K	Hold	3,920	–	–	0.19%	63
2026 Q1	$461K	Hold	3,920	–	–	0.24%	67
2025 Q4	$460K	Hold	3,920	–	–	0.21%	73
2025 Q3	$518K	Hold	3,920	–	–	0.23%	70
2025 Q2	$413K	Sell	3,920 -100	-2%	-$10.1K	0.19%	76
2025 Q1	$413K	Hold	4,020	–	–	0.22%	76
2024 Q4	$438K	Hold	4,020	–	–	0.23%	79
2024 Q3	$577K	Buy	4,020 +1,000	+33%	+$127K	0.32%	70
2024 Q2	$333K	Hold	3,020	–	–	0.19%	82
2024 Q1	$364K	Hold	3,020	–	–	0.2%	82
2023 Q4	$312K	Buy	3,020 +20	+0.7%	+$1.7K	0.19%	85
2023 Q3	$222K	Hold	3,000	–	–	0.16%	86
2023 Q2	$233K	Buy	+3,000	New	+$203K	0.16%	89

Other funds holding PHM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Milford Funds Auckland $6.14B AUM

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Legal Advantage Investments's PHM Position: Q2 2026 in Review

Legal Advantage Investments held its Pultegroup (PHM) position steady in Q2 2026 at 3,920 shares worth $538K. The position accounts for 0.19% of the portfolio, ranked #63.

Legal Advantage Investments first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $577K in Q3 2024. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Legal Advantage Investments held 3,920 shares of Pultegroup worth $538K as of Q2 2026.
Legal Advantage Investments left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.19% of Legal Advantage Investments's portfolio in Q2 2026, its #63 holding.
Legal Advantage Investments first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
Legal Advantage Investments's Pultegroup position peaked at $577K in Q3 2024.
393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.