Pinnacle Associates
PHM icon

Pinnacle Associates’s Pultegroup PHM Stock Holding History

Pinnacle Associates’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 		$2.59M Sell
22,278
-1,941
-8% -$244K 0.03% 369
2026
Q2 		$3.32M Buy
24,219
+1,340
+6% +$163K 0.04% 342
2026
Q1 		$2.69M Buy
22,879
+1,220
+6% +$156K 0.03% 353
2025
Q4 		$2.54M Sell
21,659
-48
-0.2% -$5.89K 0.03% 358
2025
Q3 		$2.87M Buy
21,707
+1,452
+7% +$180K 0.04% 336
2025
Q2 		$2.14M Buy
20,255
+944
+5% +$95.1K 0.03% 371
2025
Q1 		$1.99M Buy
19,311
+1,830
+10% +$198K 0.03% 377
2024
Q4 		$1.9M Buy
17,481
+9,196
+111% +$1.19M 0.03% 374
2024
Q3 		$855K Sell
8,285
-2,638
-24% -$335K 0.01% 491
2024
Q2 		$1.2M Buy
10,923
+2,713
+33% +$308K 0.02% 437
2024
Q1 		$990K Sell
8,210
-75
-0.9% -$8.05K 0.02% 483
2023
Q4 		$855K Sell
8,285
-134
-2% -$11.4K 0.01% 499
2023
Q3 		$623K Sell
8,419
-878
-9% -$70K 0.01% 528
2023
Q2 		$722K Sell
9,297
-198
-2% -$13.4K 0.01% 514
2023
Q1 		$553K Sell
9,495
-1,271
-12% -$68.6K 0.01% 501
2022
Q4 		$490K Sell
10,766
-1,298
-11% -$54.7K 0.01% 506
2022
Q3 		$452K Sell
12,064
-606
-5% -$25.5K 0.01% 514
2022
Q2 		$502K Sell
12,670
-619
-5% -$26.1K 0.01% 513
2022
Q1 		$557K Sell
13,289
-2,318
-15% -$115K 0.01% 532
2021
Q4 		$892K Sell
15,607
-1,638
-9% -$84K 0.02% 473
2021
Q3 		$792K Sell
17,245
-1,936
-10% -$101K 0.01% 480
2021
Q2 		$1.05M Sell
19,181
-1,346
-7% -$75.3K 0.02% 426
2021
Q1 		$1.08M Sell
20,527
-1,540
-7% -$71.9K 0.02% 408
2020
Q4 		$952K Sell
22,067
-1,345
-6% -$59.6K 0.02% 399
2020
Q3 		$1.08M Sell
23,412
-4,845
-17% -$207K 0.03% 357
2020
Q2 		$962K Buy
28,257
+1,430
+5% +$42.9K 0.02% 368
2020
Q1 		$599K Buy
+26,827
New +$1.04M 0.02% 433

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pinnacle Associates's PHM Position: Q3 2026 in Review

Pinnacle Associates reduced its Pultegroup (PHM) stake by 8% in Q3 2026, selling an estimated $244K and leaving 22,278 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #369.

Pinnacle Associates first reported a position in PHM in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.32M in Q2 2026. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Pinnacle Associates held 22,278 shares of Pultegroup worth $2.59M as of Q3 2026.
  • Pinnacle Associates sold 1,941 Pultegroup shares in Q3 2026, an estimated $244K.
  • Pultegroup made up 0.03% of Pinnacle Associates's portfolio in Q3 2026, its #369 holding.
  • Pinnacle Associates first reported a position in Pultegroup in Q1 2020 and has held it in 27 quarters since.
  • Pinnacle Associates's Pultegroup position peaked at $3.32M in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.