Mackenzie Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.01M | Sell |
65,675
-64,857
| -50% | -$7.88M | 0.01% | 673 |
|
|
2026
Q1 | $15.4M | Sell |
130,532
-217,423
| -62% | -$27.8M | 0.02% | 456 |
|
|
2025
Q4 | $41M | Sell |
347,955
-194,706
| -36% | -$23.9M | 0.05% | 282 |
|
|
2025
Q3 | $71.7M | Buy |
542,661
+160,099
| +42% | +$19.9M | 0.09% | 200 |
|
|
2025
Q2 | $40.3M | Buy |
382,562
+18,444
| +5% | +$1.86M | 0.05% | 259 |
|
|
2025
Q1 | $37.4M | Buy |
364,118
+7,181
| +2% | +$776K | 0.05% | 257 |
|
|
2024
Q4 | $38.9M | Sell |
356,937
-140,321
| -28% | -$18.2M | 0.05% | 249 |
|
|
2024
Q3 | $71.4M | Sell |
497,258
-13,537
| -3% | -$1.72M | 0.1% | 182 |
|
|
2024
Q2 | $56.2M | Sell |
510,795
-20,913
| -4% | -$2.37M | 0.08% | 195 |
|
|
2024
Q1 | $64.1M | Sell |
531,708
-41,286
| -7% | -$4.43M | 0.09% | 187 |
|
|
2023
Q4 | $59.1M | Sell |
572,994
-70,859
| -11% | -$6.02M | 0.09% | 189 |
|
|
2023
Q3 | $45.5M | Sell |
643,853
-30,489
| -5% | -$2.43M | 0.08% | 207 |
|
|
2023
Q2 | $52.1M | Sell |
674,342
-11,036
| -2% | -$748K | 0.08% | 207 |
|
|
2023
Q1 | $39.9M | Buy |
685,378
+185,985
| +37% | +$10M | 0.06% | 249 |
|
|
2022
Q4 | $22.7M | Buy |
499,393
+129,733
| +35% | +$5.47M | 0.04% | 296 |
|
|
2022
Q3 | $13.9M | Sell |
369,660
-28,200
| -7% | -$1.19M | 0.02% | 370 |
|
|
2022
Q2 | $15.8M | Sell |
397,860
-19,784
| -5% | -$833K | 0.03% | 360 |
|
|
2022
Q1 | $17.5M | Buy |
417,644
+13,524
| +3% | +$671K | 0.02% | 386 |
|
|
2021
Q4 | $23.1M | Buy |
404,120
+127,438
| +46% | +$6.53M | 0.03% | 332 |
|
|
2021
Q3 | $12.7M | Sell |
276,682
-50,164
| -15% | -$2.61M | 0.02% | 422 |
|
|
2021
Q2 | $17.8M | Sell |
326,846
-253,720
| -44% | -$14.2M | 0.02% | 359 |
|
|
2021
Q1 | $30.4M | Buy |
580,566
+200,319
| +53% | +$9.35M | 0.05% | 264 |
|
|
2020
Q4 | $16.4M | Buy |
380,247
+96,725
| +34% | +$4.29M | 0.04% | 275 |
|
|
2020
Q3 | $13.1M | Buy |
283,522
+81,627
| +40% | +$3.49M | 0.03% | 267 |
|
|
2020
Q2 | $6.87M | Sell |
201,895
-330,840
| -62% | -$9.93M | 0.02% | 350 |
|
|
2020
Q1 | $11.9M | Buy |
532,735
+109,722
| +26% | +$4.24M | 0.04% | 257 |
|
|
2019
Q4 | $16.4M | Buy |
423,013
+39,555
| +10% | +$1.54M | 0.04% | 266 |
|
|
2019
Q3 | $14M | Buy |
383,458
+274,697
| +253% | +$9.14M | 0.04% | 287 |
|
|
2019
Q2 | $3.44M | Buy |
108,761
+12,497
| +13% | +$390K | 0.01% | 523 |
|
|
2019
Q1 | $2.69M | Buy |
96,264
+2,985
| +3% | +$81.3K | 0.01% | 708 |
|
|
2018
Q4 | $2.42M | Buy |
93,279
+32,611
| +54% | +$807K | 0.01% | 674 |
|
|
2018
Q3 | $1.5M | Sell |
60,668
-174,902
| -74% | -$4.96M | ﹤0.01% | 695 |
|
|
2018
Q2 | $6.77M | Sell |
235,570
-184,025
| -44% | -$5.54M | 0.02% | 390 |
|
|
2018
Q1 | $12.4M | Buy |
419,595
+38,078
| +10% | +$1.18M | 0.03% | 295 |
|
|
2017
Q4 | $12.7M | Buy |
+381,517
| New | +$11.8M | 0.03% | 317 |
|
|
2016
Q3 | – | Sell |
-42,688
| Closed | -$832K | – | 816 |
|
|
2016
Q2 | $832K | Sell |
42,688
-152,859
| -78% | -$2.83M | ﹤0.01% | 647 |
|
|
2016
Q1 | $3.66M | Buy |
195,547
+3,990
| +2% | +$68K | 0.03% | 286 |
|
|
2015
Q4 | $3.41M | Buy |
191,557
+14,164
| +8% | +$264K | 0.02% | 340 |
|
|
2015
Q3 | $3.35M | Buy |
177,393
+50,396
| +40% | +$1.03M | 0.02% | 332 |
|
|
2015
Q2 | $2.56M | Buy |
126,997
+4,814
| +4% | +$97.6K | 0.01% | 392 |
|
|
2015
Q1 | $2.72M | Buy |
122,183
+12,777
| +12% | +$278K | 0.01% | 381 |
|
|
2014
Q4 | $2.35M | Buy |
109,406
+8,600
| +9% | +$172K | 0.01% | 402 |
|
|
2014
Q3 | $1.78M | Buy |
+100,806
| New | +$1.9M | 0.01% | 418 |
|
Other funds holding PHM
GA
Mackenzie Financial's PHM Position: Q2 2026 in Review
Mackenzie Financial reduced its Pultegroup (PHM) stake by 50% in Q2 2026, selling an estimated $7.88M and leaving 65,675 shares worth $9.01M. The position accounts for 0.01% of the portfolio, ranked #673.
Mackenzie Financial first reported a position in PHM in Q3 2014 and has held it in 43 quarters since. The position peaked at $71.7M in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Mackenzie Financial held 65,675 shares of Pultegroup worth $9.01M as of Q2 2026.
- Mackenzie Financial sold 64,857 Pultegroup shares in Q2 2026, an estimated $7.88M.
- Pultegroup made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #673 holding.
- Mackenzie Financial first reported a position in Pultegroup in Q3 2014 and has held it in 43 quarters since.
- Mackenzie Financial's Pultegroup position peaked at $71.7M in Q3 2025.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.