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Traub Capital Management’s Pultegroup PHM Stock Holding History

Traub Capital 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 		$941K Sell
6,861
-90
-1% -$10.9K 0.84% 30
2026
Q1 		$818K Sell
6,951
-681
-9% -$87.2K 0.81% 30
2025
Q4 		$895K Sell
7,632
-40
-0.5% -$4.91K 0.86% 30
2025
Q3 		$1.01M Hold
7,672
– – 1% 28
2025
Q2 		$809K Buy
+7,672
New +$773K 0.75% 32

Other funds holding PHM

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
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
Wealth Enhancement Advisory Services
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Traub Capital Management's PHM Position: Q2 2026 in Review

Traub Capital Management reduced its Pultegroup (PHM) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 6,861 shares worth $941K. The position accounts for 0.84% of the portfolio, ranked #30.

Traub Capital Management first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Traub Capital Management held 6,861 shares of Pultegroup worth $941K as of Q2 2026.
  • Traub Capital Management sold 90 Pultegroup shares in Q2 2026, an estimated $10.9K.
  • Pultegroup made up 0.84% of Traub Capital Management's portfolio in Q2 2026, its #30 holding.
  • Traub Capital Management first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • Traub Capital Management's Pultegroup position peaked at $1.01M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.