RIL
PHM icon

Rothschild Investment LLC’s Pultegroup PHM Stock Holding History

Rothschild Investment LLC’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 		$105K Buy
764
+58
+8% +$7.04K ﹤0.01% 1042
2026
Q1 		$83K Buy
706
+112
+19% +$14.3K ﹤0.01% 960
2025
Q4 		$69.6K Sell
594
-4
-0.7% -$491 ﹤0.01% 933
2025
Q3 		$79K Buy
598
+11
+2% +$1.37K ﹤0.01% 865
2025
Q2 		$61.9K Sell
587
-77
-12% -$7.76K ﹤0.01% 732
2025
Q1 		$68.3K Buy
664
+23
+4% +$2.48K ﹤0.01% 698
2024
Q4 		$69.8K Buy
641
+36
+6% +$4.67K ﹤0.01% 718
2024
Q3 		$86.8K Buy
605
+322
+114% +$40.9K 0.01% 674
2024
Q2 		$31.2K Buy
283
+66
+30% +$7.49K ﹤0.01% 872
2024
Q1 		$26.2K Buy
217
+25
+13% +$2.68K ﹤0.01% 869
2023
Q4 		$19.8K Buy
+192
New +$16.3K ﹤0.01% 866
2023
Q1 		– Sell
-5,355
Closed -$244K – 496
2022
Q4 		$244K Buy
5,355
+5
+0.1% +$211 0.02% 410
2022
Q3 		$201K Sell
5,350
-150
-3% -$6.31K 0.02% 430
2022
Q2 		$218K Hold
5,500
– – 0.02% 424
2022
Q1 		$230K Buy
+5,500
New +$273K 0.02% 443
2013
Q4 		– Sell
-18,260
Closed -$301K – 409
2013
Q3 		$301K Buy
+18,260
New +$311K 0.04% 317

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's PHM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pultegroup (PHM) stake by 8.2% in Q2 2026, buying an estimated $7.04K and bringing the position to 764 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Rothschild Investment LLC first reported a position in PHM in Q3 2013 and has held it in 16 quarters since. The position peaked at $301K in Q3 2013. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Rothschild Investment LLC held 764 shares of Pultegroup worth $105K as of Q2 2026.
  • Rothschild Investment LLC bought 58 Pultegroup shares in Q2 2026, an estimated $7.04K.
  • Pultegroup made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1042 holding.
  • Rothschild Investment LLC first reported a position in Pultegroup in Q3 2013 and has held it in 16 quarters since.
  • Rothschild Investment LLC's Pultegroup position peaked at $301K in Q3 2013.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.