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Symmetry Partners’s Pultegroup PHM Stock Holding History

Symmetry Partners’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 		$255K Buy
1,857
+9
+0.5% +$1.09K 0.01% 212
2026
Q1 		$217K Sell
1,848
-2
-0.1% -$256 0.01% 191
2025
Q4 		$217K Hold
1,850
– – 0.01% 186
2025
Q3 		$244K Buy
+1,850
New +$230K 0.03% 141
2024
Q3 		– Sell
-13,957
Closed -$1.54M – 400
2024
Q2 		$1.54M Sell
13,957
-7,540
-35% -$856K 0.08% 110
2024
Q1 		$2.59M Hold
21,497
– – 0.2% 72
2023
Q4 		$2.23M Sell
21,497
-2,619
-11% -$223K 0.12% 78
2023
Q3 		$1.79M Hold
24,116
– – 0.1% 103
2023
Q2 		$1.87M Buy
24,116
+9,435
+64% +$639K 0.1% 101
2023
Q1 		$856K Hold
14,681
– – 0.05% 205
2022
Q4 		$668K Hold
14,681
– – 0.04% 249
2022
Q3 		$551K Sell
14,681
-3,818
-21% -$161K 0.04% 280
2022
Q2 		$733K Hold
18,499
– – 0.05% 228
2022
Q1 		$775K Sell
18,499
-1,553
-8% -$77.1K 0.05% 252
2021
Q4 		$1.15M Sell
20,052
-8,375
-29% -$429K 0.07% 179
2021
Q3 		$1.32M Buy
28,427
+1,239
+5% +$64.4K 0.09% 157
2021
Q2 		$1.48M Buy
27,188
+663
+2% +$37.1K 0.1% 145
2021
Q1 		$1.39M Buy
26,525
+5,632
+27% +$263K 0.1% 140
2020
Q4 		$901K Sell
20,893
-3,100
-13% -$137K 0.07% 204
2020
Q3 		$1.11M Buy
23,993
+11,280
+89% +$483K 0.09% 143
2020
Q2 		$433K Sell
12,713
-7,647
-38% -$230K 0.05% 176
2020
Q1 		$454K Hold
20,360
– – 0.1% 117
2019
Q4 		$790K Buy
20,360
+3,105
+18% +$121K 0.16% 79
2019
Q3 		$631K Buy
+17,255
New +$574K 0.13% 113
2019
Q2 		– Sell
-2,236
Closed -$63K – 401
2019
Q1 		$63K Buy
+2,236
New +$60.9K 0.01% 406

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Symmetry Partners's PHM Position: Q2 2026 in Review

Symmetry Partners increased its Pultegroup (PHM) stake by 0.49% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,857 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #212.

Symmetry Partners first reported a position in PHM in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.59M in Q1 2024. 439 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Symmetry Partners held 1,857 shares of Pultegroup worth $255K as of Q2 2026.
  • Symmetry Partners bought 9 Pultegroup shares in Q2 2026, an estimated $1.09K.
  • Pultegroup made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #212 holding.
  • Symmetry Partners first reported a position in Pultegroup in Q1 2019 and has held it in 25 quarters since.
  • Symmetry Partners's Pultegroup position peaked at $2.59M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.