Midwest Trust
PHM icon

Midwest Trust’s Pultegroup PHM Stock Holding History

Midwest 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
Q3 		$350K Sell
3,013
-85
-3% -$10.7K ﹤0.01% 516
2026
Q2 		$425K Sell
3,098
-110
-3% -$13.4K ﹤0.01% 479
2026
Q1 		$377K Sell
3,208
-172
-5% -$22K ﹤0.01% 476
2025
Q4 		$396K Hold
3,380
– – ﹤0.01% 456
2025
Q3 		$447K Sell
3,380
-180
-5% -$22.4K 0.01% 438
2025
Q2 		$375K Buy
+3,560
New +$359K 0.01% 471

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Midwest Trust's PHM Position: Q3 2026 in Review

Midwest Trust reduced its Pultegroup (PHM) stake by 2.7% in Q3 2026, selling an estimated $10.7K and leaving 3,013 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Midwest Trust first reported a position in PHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $447K in Q3 2025. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Midwest Trust held 3,013 shares of Pultegroup worth $350K as of Q3 2026.
  • Midwest Trust sold 85 Pultegroup shares in Q3 2026, an estimated $10.7K.
  • Pultegroup made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #516 holding.
  • Midwest Trust first reported a position in Pultegroup in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's Pultegroup position peaked at $447K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.