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Omnia Family Wealth’s Pultegroup PHM Stock Holding History

Omnia Family Wealth’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 		$285K Hold
2,074
– – 0.08% 76
2026
Q1 		$244K Buy
2,074
+9
+0.4% +$1.15K 0.08% 76
2025
Q4 		$243K Hold
2,065
– – 0.07% 90
2025
Q3 		$273K Hold
2,065
– – 0.09% 79
2025
Q2 		$218K Sell
2,065
-268
-11% -$27K 0.08% 90
2025
Q1 		$240K Buy
2,333
+180
+8% +$19.4K 0.1% 75
2024
Q4 		$235K Buy
2,153
+80
+4% +$10.4K 0.1% 68
2024
Q3 		$298K Sell
2,073
-21
-1% -$2.67K 0.13% 62
2024
Q2 		$231K Buy
2,094
+29
+1% +$3.29K 0.1% 72
2024
Q1 		$249K Hold
2,065
– – 0.12% 63
2023
Q4 		$214K Buy
+2,065
New +$175K 0.11% 61
2020
Q3 		– Sell
-7,057
Closed -$241K – 73
2020
Q2 		$241K Buy
+7,057
New +$212K 0.24% 58
2020
Q1 		– Sell
-7,057
Closed -$275K – 86
2019
Q4 		$275K Hold
7,057
– – 0.13% 76
2019
Q3 		$259K Hold
7,057
– – 0.19% 70
2019
Q2 		$224K Hold
7,057
– – 0.11% 86
2019
Q1 		$198K Hold
7,057
– – 0.1% 89
2018
Q4 		$184K Hold
7,057
– – 0.1% 91
2018
Q3 		$175K Hold
7,057
– – 0.08% 94
2018
Q2 		$204K Hold
7,057
– – 0.1% 86
2018
Q1 		$209K Hold
7,057
– – 0.1% 86
2017
Q4 		$235K Hold
7,057
– – 0.11% 81
2017
Q3 		$194K Hold
7,057
– – 0.09% 90
2017
Q2 		$174K Hold
7,057
– – 0.08% 96
2017
Q1 		$167K Hold
7,057
– – 0.08% 96
2016
Q4 		$130K Buy
+7,057
New +$134K 0.06% 107

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

Omnia Family Wealth's PHM Position: Q2 2026 in Review

Omnia Family Wealth held its Pultegroup (PHM) position steady in Q2 2026 at 2,074 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #76.

Omnia Family Wealth first reported a position in PHM in Q4 2016 and has held it in 25 quarters since. The position peaked at $298K in Q3 2024. 347 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Omnia Family Wealth held 2,074 shares of Pultegroup worth $285K as of Q2 2026.
  • Omnia Family Wealth left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.08% of Omnia Family Wealth's portfolio in Q2 2026, its #76 holding.
  • Omnia Family Wealth first reported a position in Pultegroup in Q4 2016 and has held it in 25 quarters since.
  • Omnia Family Wealth's Pultegroup position peaked at $298K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.