Swiss Life Asset Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.2M | Sell |
52,440
-1,153
| -2% | -$140K | 0.03% | 389 |
|
|
2026
Q1 | $6.3M | Buy |
53,593
+4,692
| +10% | +$601K | 0.03% | 371 |
|
|
2025
Q4 | $5.73M | Buy |
48,901
+2,220
| +5% | +$272K | 0.03% | 378 |
|
|
2025
Q3 | $6.17M | Sell |
46,681
-2,789
| -6% | -$346K | 0.03% | 358 |
|
|
2025
Q2 | $5.22M | Sell |
49,470
-6,842
| -12% | -$689K | 0.03% | 367 |
|
|
2025
Q1 | $5.79M | Buy |
56,312
+22,355
| +66% | +$2.41M | 0.04% | 316 |
|
|
2024
Q4 | $3.69M | Sell |
33,957
-16,263
| -32% | -$2.11M | 0.03% | 370 |
|
|
2024
Q3 | $7.21M | Sell |
50,220
-3,597
| -7% | -$457K | 0.08% | 210 |
|
|
2024
Q2 | $5.93M | Buy |
53,817
+5,750
| +12% | +$653K | 0.07% | 229 |
|
|
2024
Q1 | $5.8M | Sell |
48,067
-23,147
| -33% | -$2.48M | 0.08% | 210 |
|
|
2023
Q4 | $7.35M | Sell |
71,214
-24,121
| -25% | -$2.05M | 0.09% | 257 |
|
|
2023
Q3 | $7.06M | Buy |
95,335
+20,268
| +27% | +$1.62M | 0.11% | 220 |
|
|
2023
Q2 | $5.83M | Sell |
75,067
-28,731
| -28% | -$1.95M | 0.09% | 271 |
|
|
2023
Q1 | $6.05M | Buy |
+103,798
| New | +$5.6M | 0.09% | 276 |
|
|
2021
Q4 | – | Sell |
-73,306
| Closed | -$3.37M | – | 561 |
|
|
2021
Q3 | $3.37M | Buy |
73,306
+57,031
| +350% | +$2.96M | 0.05% | 357 |
|
|
2021
Q2 | $1M | Buy |
16,275
+10,005
| +160% | +$559K | 0.01% | 475 |
|
|
2021
Q1 | $329K | Sell |
6,270
-55,961
| -90% | -$2.61M | ﹤0.01% | 490 |
|
|
2020
Q4 | $2.68M | Buy |
62,231
+4,173
| +7% | +$185K | 0.04% | 395 |
|
|
2020
Q3 | $2.69M | Buy |
58,058
+1,744
| +3% | +$74.6K | 0.04% | 293 |
|
|
2020
Q2 | $1.92M | Sell |
56,314
-54,600
| -49% | -$1.64M | 0.03% | 331 |
|
|
2020
Q1 | $2.48M | Sell |
110,914
-13,930
| -11% | -$538K | 0.05% | 258 |
|
|
2019
Q4 | $4.84M | Buy |
124,844
+30,646
| +33% | +$1.19M | 0.09% | 187 |
|
|
2019
Q3 | $3.44M | Buy |
94,198
+51,526
| +121% | +$1.71M | 0.04% | 226 |
|
|
2019
Q2 | $1.35M | Buy |
+42,672
| New | +$1.33M | 0.02% | 365 |
|
|
2018
Q4 | – | Sell |
-103,488
| Closed | -$2.56M | – | 392 |
|
|
2018
Q3 | $2.56M | Buy |
103,488
+79,678
| +335% | +$2.26M | 0.03% | 266 |
|
|
2018
Q2 | $685K | Sell |
23,810
-43,558
| -65% | -$1.31M | 0.01% | 406 |
|
|
2018
Q1 | $1.99M | Buy |
67,368
+14,268
| +27% | +$443K | 0.03% | 298 |
|
|
2017
Q4 | $1.77M | Buy |
53,100
+11,424
| +27% | +$355K | 0.04% | 234 |
|
|
2017
Q3 | $1.14M | Buy |
+41,676
| New | +$1.05M | 0.03% | 298 |
|
Other funds holding PHM
GA
Swiss Life Asset Management's PHM Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Pultegroup (PHM) stake by 2.2% in Q2 2026, selling an estimated $140K and leaving 52,440 shares worth $7.2M. The position accounts for 0.03% of the portfolio, ranked #389.
Swiss Life Asset Management first reported a position in PHM in Q3 2017 and has held it in 29 quarters since. The position peaked at $7.35M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Swiss Life Asset Management held 52,440 shares of Pultegroup worth $7.2M as of Q2 2026.
- Swiss Life Asset Management sold 1,153 Pultegroup shares in Q2 2026, an estimated $140K.
- Pultegroup made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #389 holding.
- Swiss Life Asset Management first reported a position in Pultegroup in Q3 2017 and has held it in 29 quarters since.
- Swiss Life Asset Management's Pultegroup position peaked at $7.35M in Q4 2023.
- 1,045 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.