Quantum Private Wealth’s Pultegroup PHM Stock Holding History

Quantum Private 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 Q3	$402K	Sell	3,463 -1,050	-23%	-$132K	0.1%	112
2026 Q2	$619K	Hold	4,513	–	–	0.16%	92
2026 Q1	$531K	Hold	4,513	–	–	0.16%	90
2025 Q4	$529K	Hold	4,513	–	–	0.15%	95
2025 Q3	$596K	Buy	4,513 +1,000	+28%	+$124K	0.17%	88
2025 Q2	$370K	Buy	3,513 +105	+3%	+$10.6K	0.12%	120
2025 Q1	$350K	Buy	3,408 +50	+1%	+$5.4K	0.13%	124
2024 Q4	$366K	Buy	3,358 +350	+12%	+$45.4K	0.12%	135
2024 Q3	$432K	Hold	3,008	–	–	0.15%	124
2024 Q2	$331K	Hold	3,008	–	–	0.12%	146
2024 Q1	$363K	Buy	3,008 +700	+30%	+$75.1K	0.13%	132
2023 Q4	$238K	Buy	+2,308	New	+$196K	0.1%	162

Other funds holding PHM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Quantum Private Wealth's PHM Position: Q3 2026 in Review

Quantum Private Wealth reduced its Pultegroup (PHM) stake by 23% in Q3 2026, selling an estimated $132K and leaving 3,463 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #112.

Quantum Private Wealth first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $619K in Q2 2026. 149 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Quantum Private Wealth held 3,463 shares of Pultegroup worth $402K as of Q3 2026.
Quantum Private Wealth sold 1,050 Pultegroup shares in Q3 2026, an estimated $132K.
Pultegroup made up 0.1% of Quantum Private Wealth's portfolio in Q3 2026, its #112 holding.
Quantum Private Wealth first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
Quantum Private Wealth's Pultegroup position peaked at $619K in Q2 2026.
149 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

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