Mercer Global Advisors’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 | $30M | Sell |
218,908
-43,735
| -17% | -$5.31M | 0.04% | 267 |
|
|
2026
Q1 | $30.9M | Sell |
262,643
-416
| -0.2% | -$53.3K | 0.05% | 242 |
|
|
2025
Q4 | $30.8M | Buy |
263,059
+1,507
| +0.6% | +$185K | 0.05% | 251 |
|
|
2025
Q3 | $34.6M | Sell |
261,552
-52,141
| -17% | -$6.48M | 0.06% | 199 |
|
|
2025
Q2 | $33.1M | Buy |
313,693
+35,224
| +13% | +$3.55M | 0.07% | 164 |
|
|
2025
Q1 | $28.6M | Sell |
278,469
-14,089
| -5% | -$1.52M | 0.07% | 168 |
|
|
2024
Q4 | $31.9M | Sell |
292,558
-28,313
| -9% | -$3.68M | 0.08% | 142 |
|
|
2024
Q3 | $46.4M | Buy |
320,871
+13,748
| +4% | +$1.75M | 0.11% | 114 |
|
|
2024
Q2 | $34M | Buy |
307,123
+10,626
| +4% | +$1.21M | 0.09% | 134 |
|
|
2024
Q1 | $35.8M | Buy |
296,497
+10,840
| +4% | +$1.16M | 0.1% | 136 |
|
|
2023
Q4 | $29.5M | Buy |
285,657
+18,339
| +7% | +$1.56M | 0.09% | 153 |
|
|
2023
Q3 | $19.8M | Buy |
267,318
+17,513
| +7% | +$1.4M | 0.08% | 162 |
|
|
2023
Q2 | $19.4M | Buy |
249,805
+29,988
| +14% | +$2.03M | 0.08% | 177 |
|
|
2023
Q1 | $12.8M | Buy |
219,817
+29,850
| +16% | +$1.61M | 0.06% | 232 |
|
|
2022
Q4 | $8.65M | Buy |
189,967
+15,129
| +9% | +$637K | 0.04% | 300 |
|
|
2022
Q3 | $6.56M | Buy |
174,838
+33,834
| +24% | +$1.42M | 0.04% | 316 |
|
|
2022
Q2 | $5.59M | Sell |
141,004
-38,702
| -22% | -$1.63M | 0.03% | 335 |
|
|
2022
Q1 | $7.53M | Buy |
179,706
+4,371
| +2% | +$217K | 0.04% | 285 |
|
|
2021
Q4 | $10M | Sell |
175,335
-9,011
| -5% | -$462K | 0.06% | 235 |
|
|
2021
Q3 | $8.46M | Sell |
184,346
-5,191
| -3% | -$270K | 0.06% | 256 |
|
|
2021
Q2 | $10.3M | Buy |
189,537
+6,193
| +3% | +$346K | 0.08% | 186 |
|
|
2021
Q1 | $9.62M | Sell |
183,344
-23,795
| -11% | -$1.11M | 0.09% | 181 |
|
|
2020
Q4 | $8.93M | Buy |
207,139
+39,748
| +24% | +$1.76M | 0.11% | 137 |
|
|
2020
Q3 | $7.75M | Buy |
167,391
+10,909
| +7% | +$467K | 0.12% | 133 |
|
|
2020
Q2 | $5.33M | Buy |
156,482
+6,285
| +4% | +$189K | 0.1% | 160 |
|
|
2020
Q1 | $3.35M | Sell |
150,197
-2,124
| -1% | -$82K | 0.07% | 224 |
|
|
2019
Q4 | $5.91M | Buy |
152,321
+18,328
| +14% | +$712K | 0.12% | 154 |
|
|
2019
Q3 | $4.9M | Buy |
133,993
+16,335
| +14% | +$544K | 0.12% | 153 |
|
|
2019
Q2 | $3.72M | Buy |
117,658
+10,936
| +10% | +$341K | 0.1% | 171 |
|
|
2019
Q1 | $2.98M | Buy |
+106,722
| New | +$2.91M | 0.11% | 166 |
|
Other funds holding PHM
GA
Mercer Global Advisors's PHM Position: Q2 2026 in Review
Mercer Global Advisors reduced its Pultegroup (PHM) stake by 17% in Q2 2026, selling an estimated $5.31M and leaving 218,908 shares worth $30M. The position accounts for 0.04% of the portfolio, ranked #267.
Mercer Global Advisors first reported a position in PHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $46.4M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Mercer Global Advisors held 218,908 shares of Pultegroup worth $30M as of Q2 2026.
- Mercer Global Advisors sold 43,735 Pultegroup shares in Q2 2026, an estimated $5.31M.
- Pultegroup made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #267 holding.
- Mercer Global Advisors first reported a position in Pultegroup in Q1 2019 and has held it in 30 quarters since.
- Mercer Global Advisors's Pultegroup position peaked at $46.4M in Q3 2024.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.