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McDonald Partners’s Pultegroup PHM Stock Holding History

McDonald Partners’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 		$42.5K Buy
+310
New +$37.6K 0.01% 331

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

McDonald Partners's PHM Position: Q2 2026 in Review

McDonald Partners opened a new position in Pultegroup (PHM) in Q2 2026: 310 shares worth $42.5K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

313 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • McDonald Partners held 310 shares of Pultegroup worth $42.5K as of Q2 2026.
  • Pultegroup was a new McDonald Partners position in Q2 2026.
  • Pultegroup made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #331 holding.
  • 313 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.