MPWT
PHM icon

MassMutual Private Wealth & Trust’s Pultegroup PHM Stock Holding History

MassMutual Private Wealth & Trust’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 		$63K Buy
459
+28
+6% +$3.4K ﹤0.01% 708
2026
Q1 		$50.7K Sell
431
-854
-66% -$109K ﹤0.01% 763
2025
Q4 		$151K Buy
1,285
+10
+0.8% +$1.23K ﹤0.01% 502
2025
Q3 		$168K Buy
1,275
+3
+0.2% +$373 ﹤0.01% 479
2025
Q2 		$134K Sell
1,272
-400
-24% -$40.3K ﹤0.01% 522
2025
Q1 		$172K Sell
1,672
-174
-9% -$18.8K 0.01% 451
2024
Q4 		$201K Buy
1,846
+62
+3% +$8.05K 0.01% 454
2024
Q3 		$256K Buy
1,784
+403
+29% +$51.2K 0.01% 373
2024
Q2 		$152K Buy
1,381
+124
+10% +$14.1K ﹤0.01% 435
2024
Q1 		$152K Sell
1,257
-25
-2% -$2.68K ﹤0.01% 418
2023
Q4 		$132K Sell
1,282
-74
-5% -$6.29K ﹤0.01% 421
2023
Q3 		$100K Buy
1,356
+34
+3% +$2.71K ﹤0.01% 454
2023
Q2 		$103K Buy
1,322
+150
+13% +$10.2K ﹤0.01% 437
2023
Q1 		$68.3K Buy
1,172
+203
+21% +$11K ﹤0.01% 474
2022
Q4 		$44K Buy
969
+62
+7% +$2.61K ﹤0.01% 502
2022
Q3 		$34K Sell
907
-175
-16% -$7.36K ﹤0.01% 512
2022
Q2 		$43K Buy
1,082
+154
+17% +$6.49K ﹤0.01% 482
2022
Q1 		$39K Buy
928
+705
+316% +$35K ﹤0.01% 497
2021
Q4 		$13K Buy
223
+180
+419% +$9.23K ﹤0.01% 680
2021
Q3 		$2K Sell
43
-54
-56% -$2.81K ﹤0.01% 1078
2021
Q2 		$5K Buy
97
+54
+126% +$3.02K ﹤0.01% 852
2021
Q1 		$2K Buy
+43
New +$2.01K ﹤0.01% 884
2020
Q4 		– Sell
-250
Closed -$12K – 925
2020
Q3 		$12K Buy
+250
New +$10.7K ﹤0.01% 557
2020
Q2 		– Sell
-1,700
Closed -$38K – 792
2020
Q1 		$38K Hold
1,700
– – ﹤0.01% 393
2019
Q4 		$66K Sell
1,700
-74
-4% -$2.88K ﹤0.01% 414
2019
Q3 		$65K Buy
1,774
+74
+4% +$2.46K ﹤0.01% 407
2019
Q2 		$54K Hold
1,700
– – ﹤0.01% 418
2019
Q1 		$47.5K Hold
1,700
– – ﹤0.01% 428
2018
Q4 		$44.2K Sell
1,700
-1,361
-44% -$33.7K ﹤0.01% 421
2018
Q3 		$75.8K Hold
3,061
– – 0.01% 394
2018
Q2 		$88K Hold
3,061
– – 0.01% 385
2018
Q1 		$90.3K Sell
3,061
-2
-0.1% -$62 0.01% 377
2017
Q4 		$102K Hold
3,063
– – 0.01% 390
2017
Q3 		$83.7K Buy
3,063
+1,361
+80% +$34.4K 0.01% 434
2017
Q2 		$41.8K Hold
1,702
– – ﹤0.01% 502
2017
Q1 		$40.1K Hold
1,702
– – ﹤0.01% 502
2016
Q4 		$31.3K Buy
+1,702
New +$32.3K ﹤0.01% 388
2016
Q2 		$34.9K Sell
1,792
-410
-19% -$7.6K ﹤0.01% 423
2016
Q1 		$41.2K Hold
2,202
– – 0.01% 378
2015
Q4 		$39.2K Hold
2,202
– – 0.01% 379
2015
Q3 		$38.9K Hold
2,202
– – 0.01% 397
2015
Q2 		$44.4K Hold
2,202
– – 0.01% 368
2015
Q1 		$49K Buy
2,202
+2
+0.1% +$44 0.01% 360
2014
Q4 		$47.2K Sell
2,200
-2
-0.1% -$40 0.02% 262
2014
Q3 		$38.9K Buy
2,202
+2
+0.1% +$38 0.01% 388
2014
Q2 		$44.4K Hold
2,200
– – 0.02% 231
2014
Q1 		$42.2K Buy
+2,200
New +$43.4K 0.02% 212

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's PHM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Pultegroup (PHM) stake by 6.5% in Q2 2026, buying an estimated $3.4K and bringing the position to 459 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

MassMutual Private Wealth & Trust first reported a position in PHM in Q1 2014 and has held it in 47 quarters since. The position peaked at $256K in Q3 2024. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 459 shares of Pultegroup worth $63K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 28 Pultegroup shares in Q2 2026, an estimated $3.4K.
  • Pultegroup made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #708 holding.
  • MassMutual Private Wealth & Trust first reported a position in Pultegroup in Q1 2014 and has held it in 47 quarters since.
  • MassMutual Private Wealth & Trust's Pultegroup position peaked at $256K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.