Sumitomo Mitsui DS Asset Management’s Pultegroup PHM Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$3.86M	Buy	28,138 +192	+0.7%	+$23.3K	0.03%	399
2026 Q1	$3.29M	Buy	27,946 +514	+2%	+$65.8K	0.03%	418
2025 Q4	$3.22M	Buy	27,432 +33	+0.1%	+$4.05K	0.03%	418
2025 Q3	$3.62M	Buy	27,399 +4,298	+19%	+$534K	0.03%	377
2025 Q2	$2.44M	Buy	23,101 +427	+2%	+$43K	0.02%	449
2025 Q1	$2.33M	Buy	22,674 +216	+1%	+$23.3K	0.02%	452
2024 Q4	$2.45M	Buy	22,458 +277	+1%	+$36K	0.03%	440
2024 Q3	$3.18M	Buy	22,181 +172	+0.8%	+$21.9K	0.03%	378
2024 Q2	$2.42M	Buy	22,009 +557	+3%	+$63.2K	0.03%	405
2024 Q1	$2.59M	Buy	21,452 +139	+0.7%	+$14.9K	0.03%	389
2023 Q4	$2.2M	Buy	21,313 +559	+3%	+$47.5K	0.03%	433
2023 Q3	$1.54M	Buy	20,754 +95	+0.5%	+$7.57K	0.02%	466
2023 Q2	$1.6M	Buy	20,659 +15	+0.1%	+$1.02K	0.02%	454
2023 Q1	$1.2M	Buy	20,644 +4,662	+29%	+$252K	0.02%	505
2022 Q4	$728K	Buy	15,982 +216	+1%	+$9.1K	0.01%	585
2022 Q3	$591K	Buy	15,766 +146	+0.9%	+$6.14K	0.01%	606
2022 Q2	$619K	Sell	15,620 -107	-0.7%	-$4.51K	0.01%	593
2022 Q1	$659K	Sell	15,727 -1,505	-9%	-$74.7K	0.01%	604
2021 Q4	$984K	Buy	17,232 +80	+0.5%	+$4.1K	0.02%	534
2021 Q3	$787K	Sell	17,152 -109	-0.6%	-$5.66K	0.02%	561
2021 Q2	$941K	Sell	17,261 -314	-2%	-$17.6K	0.02%	521
2021 Q1	$921K	Sell	17,575 -146	-0.8%	-$6.82K	0.02%	508
2020 Q4	$764K	Sell	17,721 -726	-4%	-$32.2K	0.02%	535
2020 Q3	$853K	Sell	18,447 -11	-0.1%	-$471	0.03%	457
2020 Q2	$628K	Buy	18,458 +2,562	+16%	+$76.9K	0.02%	516
2020 Q1	$354K	Sell	15,896 -228	-1%	-$8.81K	0.01%	569
2019 Q4	$625K	Sell	16,124 -50	-0.3%	-$1.94K	0.02%	548
2019 Q3	$591K	Buy	16,174 +13	+0.1%	+$433	0.02%	527
2019 Q2	$511K	Sell	16,161 -3,848	-19%	-$120K	0.02%	553
2019 Q1	$559K	Buy	20,009 +3,485	+21%	+$95K	0.01%	646
2018 Q4	$429K	Sell	16,524 -3,363	-17%	-$83.2K	0.01%	666
2018 Q3	$492K	Hold	19,887	–	–	0.01%	692
2018 Q2	$571K	Hold	19,887	–	–	0.01%	659
2018 Q1	$586K	Sell	19,887 -304	-2%	-$9.43K	0.01%	650
2017 Q4	$671K	Sell	20,191 -1,187	-6%	-$36.9K	0.01%	636
2017 Q3	$584K	Sell	21,378 -3,457	-14%	-$87.5K	0.01%	635
2017 Q2	$609K	Sell	24,835 -111	-0.4%	-$2.59K	0.01%	624
2017 Q1	$587K	Sell	24,946 -269	-1%	-$5.79K	0.01%	637
2016 Q4	$463K	Sell	25,215 -680	-3%	-$12.9K	0.01%	654
2016 Q3	$518K	Sell	25,895 -68	-0.3%	-$1.41K	0.01%	616
2016 Q2	$506K	Buy	25,963 +3,668	+16%	+$68K	0.02%	591
2016 Q1	$417K	Buy	22,295 +41	+0.2%	+$699	0.01%	630
2015 Q4	$396K	Sell	22,254 -3,100	-12%	-$57.8K	0.01%	634
2015 Q3	$478K	Buy	25,354 +144	+0.6%	+$2.93K	0.02%	598
2015 Q2	$507K	Sell	25,210 -1,269	-5%	-$25.7K	0.02%	630
2015 Q1	$588K	Sell	26,479 -5,983	-18%	-$130K	0.02%	598
2014 Q4	$696K	Sell	32,462 -572	-2%	-$11.4K	0.02%	570
2014 Q3	$583K	Sell	33,034 -19	-0.1%	-$358	0.02%	619
2014 Q2	$666K	Sell	33,053 -6,335	-16%	-$122K	0.02%	622
2014 Q1	$755K	Sell	39,388 -564	-1%	-$11.1K	0.02%	591
2013 Q4	$813K	Sell	39,952 -6,926	-15%	-$123K	0.02%	577
2013 Q3	$773K	Sell	46,878 -190	-0.4%	-$3.24K	0.02%	577
2013 Q2	$892K	Buy	+47,068	New	+$978K	0.03%	517

Other funds holding PHM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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 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

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

Sumitomo Mitsui DS Asset Management's PHM Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Pultegroup (PHM) stake by 0.69% in Q2 2026, buying an estimated $23.3K and bringing the position to 28,138 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #399.

Sumitomo Mitsui DS Asset Management first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. 313 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 28,138 shares of Pultegroup worth $3.86M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 192 Pultegroup shares in Q2 2026, an estimated $23.3K.
Pultegroup made up 0.03% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #399 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
313 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.