Portside Wealth Group
PHM icon

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
Q3 		$287K Sell
2,469
-407
-14% -$51.2K 0.03% 419
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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

Portside Wealth Group's PHM Position: Q3 2026 in Review

Portside Wealth Group reduced its Pultegroup (PHM) stake by 14% in Q3 2026, selling an estimated $51.2K and leaving 2,469 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #419.

Portside Wealth Group first reported a position in PHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $395K in Q2 2026. 219 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Portside Wealth Group held 2,469 shares of Pultegroup worth $287K as of Q3 2026.
  • Portside Wealth Group sold 407 Pultegroup shares in Q3 2026, an estimated $51.2K.
  • Pultegroup made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #419 holding.
  • Portside Wealth Group first reported a position in Pultegroup in Q2 2025 and has held it in 6 quarters since.
  • Portside Wealth Group's Pultegroup position peaked at $395K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.