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Riversedge Advisors’s Pultegroup PHM Stock Holding History

Riversedge Advisors’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 		$365K Sell
2,658
-321
-11% -$39K 0.05% 168
2026
Q1 		$350K Buy
2,979
+780
+35% +$99.9K 0.06% 121
2025
Q4 		$258K Buy
2,199
+316
+17% +$38.8K 0.04% 163
2025
Q3 		$249K Buy
+1,883
New +$234K 0.04% 154

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Riversedge Advisors's PHM Position: Q2 2026 in Review

Riversedge Advisors reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $39K and leaving 2,658 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #168.

Riversedge Advisors first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Riversedge Advisors held 2,658 shares of Pultegroup worth $365K as of Q2 2026.
  • Riversedge Advisors sold 321 Pultegroup shares in Q2 2026, an estimated $39K.
  • Pultegroup made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #168 holding.
  • Riversedge Advisors first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.