Universal-Beteiligungs- und Servicegesellschaft’s Pultegroup PHM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$13.5M	Sell	98,991 -2,323	-2%	-$282K	0.02%	541
2026 Q1	$11.9M	Sell	101,314 -18,349	-15%	-$2.35M	0.02%	554
2025 Q4	$14.1M	Sell	119,663 -6,690	-5%	-$821K	0.02%	495
2025 Q3	$16.7M	Sell	126,353 -23,552	-16%	-$2.93M	0.03%	437
2025 Q2	$15.8M	Sell	149,905 -4,729	-3%	-$476K	0.03%	440
2025 Q1	$15.9M	Buy	154,634 +5,667	+4%	+$612K	0.03%	421
2024 Q4	$16.2M	Buy	+148,967	New	+$19.3M	0.03%	411

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PHM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Pultegroup (PHM) stake by 2.3% in Q2 2026, selling an estimated $282K and leaving 98,991 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #541.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7M in Q3 2025. 743 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 98,991 shares of Pultegroup worth $13.5M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 2,323 Pultegroup shares in Q2 2026, an estimated $282K.
Pultegroup made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #541 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Pultegroup position peaked at $16.7M in Q3 2025.
743 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.