PWG
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Portside Wealth Group’s Pultegroup PHM Stock Holding History

Portside Wealth Group’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 		$395K Sell
2,876
-14
-0.5% -$1.7K 0.05% 347
2026
Q1 		$340K Buy
2,890
+96
+3% +$12.3K 0.05% 342
2025
Q4 		$328K Buy
2,794
+331
+13% +$40.6K 0.04% 343
2025
Q3 		$325K Buy
2,463
+179
+8% +$22.2K 0.04% 356
2025
Q2 		$241K Buy
+2,284
New +$230K 0.04% 403

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Portside Wealth Group's PHM Position: Q2 2026 in Review

Portside Wealth Group reduced its Pultegroup (PHM) stake by 0.48% in Q2 2026, selling an estimated $1.7K and leaving 2,876 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #347.

Portside Wealth Group first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Portside Wealth Group held 2,876 shares of Pultegroup worth $395K as of Q2 2026.
  • Portside Wealth Group sold 14 Pultegroup shares in Q2 2026, an estimated $1.7K.
  • Pultegroup made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #347 holding.
  • Portside Wealth Group first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.