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Leonteq Securities AG’s Pultegroup PHM Stock Holding History

Leonteq Securities AG’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 		$134K Sell
975
-1,374
-58% -$167K ﹤0.01% 644
2026
Q1 		$276K Sell
2,349
-657
-22% -$84.1K 0.01% 540
2025
Q4 		$352K Buy
3,006
+1,994
+197% +$245K 0.01% 531
2025
Q3 		$134K Sell
1,012
-4,542
-82% -$564K ﹤0.01% 686
2025
Q2 		$586K Buy
5,554
+1,077
+24% +$109K 0.02% 356
2025
Q1 		$457K Buy
4,477
+1,218
+37% +$132K 0.03% 385
2024
Q4 		$355K Buy
3,259
+1,839
+130% +$239K 0.02% 416
2024
Q3 		$204K Buy
1,420
+607
+75% +$77.2K 0.02% 486
2024
Q2 		$89.5K Buy
813
+56
+7% +$6.36K 0.01% 643
2024
Q1 		$91.3K Sell
757
-152
-17% -$16.3K 0.01% 655
2023
Q4 		$93.8K Buy
909
+38
+4% +$3.23K 0.01% 648
2023
Q3 		$64.5K Buy
871
+566
+186% +$45.1K ﹤0.01% 749
2023
Q2 		$23.7K Sell
305
-2,339
-88% -$159K ﹤0.01% 948
2023
Q1 		$154K Sell
2,644
-16,345
-86% -$883K 0.01% 574
2022
Q4 		$865K Sell
18,989
-14,379
-43% -$606K 0.03% 302
2022
Q3 		$1.25M Sell
33,368
-14,655
-31% -$616K 0.05% 251
2022
Q2 		$1.9M Sell
48,023
-5,993
-11% -$252K 0.07% 201
2022
Q1 		$2.26M Buy
54,016
+45,739
+553% +$2.27M 0.08% 185
2021
Q4 		$473K Sell
8,277
-30,530
-79% -$1.57M 0.02% 470
2021
Q3 		$1.78M Buy
38,807
+30,508
+368% +$1.59M 0.08% 215
2021
Q2 		$453K Buy
8,299
+1,842
+29% +$103K 0.03% 399
2021
Q1 		$339K Sell
6,457
-1,399
-18% -$65.3K 0.02% 465
2020
Q4 		$339K Buy
+7,856
New +$348K 0.02% 480

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

Leonteq Securities AG's PHM Position: Q2 2026 in Review

Leonteq Securities AG reduced its Pultegroup (PHM) stake by 58% in Q2 2026, selling an estimated $167K and leaving 975 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Leonteq Securities AG first reported a position in PHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q1 2022. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Leonteq Securities AG held 975 shares of Pultegroup worth $134K as of Q2 2026.
  • Leonteq Securities AG sold 1,374 Pultegroup shares in Q2 2026, an estimated $167K.
  • Pultegroup made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #644 holding.
  • Leonteq Securities AG first reported a position in Pultegroup in Q4 2020 and has held it in 23 quarters since.
  • Leonteq Securities AG's Pultegroup position peaked at $2.26M in Q1 2022.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.