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Optas LLC’s Pultegroup PHM Stock Holding History

Optas LLC’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 		$275K Sell
2,002
-2,064
-51% -$251K 0.04% 348
2026
Q1 		$478K Buy
4,066
+69
+2% +$8.84K 0.07% 173
2025
Q4 		$469K Buy
3,997
+1,867
+88% +$229K 0.07% 186
2025
Q3 		$281K Buy
+2,130
New +$265K 0.05% 276
2025
Q2 		– Sell
-3,110
Closed -$320K – 377
2025
Q1 		$320K Buy
+3,110
New +$336K 0.06% 192

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Optas LLC's PHM Position: Q2 2026 in Review

Optas LLC reduced its Pultegroup (PHM) stake by 51% in Q2 2026, selling an estimated $251K and leaving 2,002 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #348.

Optas LLC first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $478K in Q1 2026. 232 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Optas LLC held 2,002 shares of Pultegroup worth $275K as of Q2 2026.
  • Optas LLC sold 2,064 Pultegroup shares in Q2 2026, an estimated $251K.
  • Pultegroup made up 0.04% of Optas LLC's portfolio in Q2 2026, its #348 holding.
  • Optas LLC first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • Optas LLC's Pultegroup position peaked at $478K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.