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Triumph Capital Management’s Pultegroup PHM Stock Holding History

Triumph 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 		$2.61K Sell
19
-1
-5% -$121 ﹤0.01% 1527
2026
Q1 		$2.36K Buy
20
+12
+150% +$1.54K ﹤0.01% 1508
2025
Q4 		$938 Buy
+8
New +$981 ﹤0.01% 1585

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Triumph Capital Management reduced its Pultegroup (PHM) stake by 5% in Q2 2026, selling an estimated $121 and leaving 19 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Triumph Capital Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Triumph Capital Management held 19 shares of Pultegroup worth $2.61K as of Q2 2026.
  • Triumph Capital Management sold 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1527 holding.
  • Triumph Capital Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.