Vontobel Holding
PHM icon

Vontobel Holding’s Pultegroup PHM Stock Holding History

Vontobel Holding’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
Q3 		$29.2M Sell
251,931
-63,270
-20% -$7.95M 0.11% 189
2026
Q2 		$43.2M Buy
315,201
+63,987
+25% +$7.77M 0.14% 151
2026
Q1 		$29.5M Buy
251,214
+57,356
+30% +$7.35M 0.1% 168
2025
Q4 		$22.7M Sell
193,858
-48,306
-20% -$5.92M 0.07% 206
2025
Q3 		$32M Buy
242,164
+107,823
+80% +$13.4M 0.1% 151
2025
Q2 		$14.2M Buy
134,341
+13,003
+11% +$1.31M 0.05% 212
2025
Q1 		$12.5M Buy
121,338
+8,546
+8% +$923K 0.05% 199
2024
Q4 		$12.3M Sell
112,792
-2,590
-2% -$336K 0.04% 200
2024
Q3 		$16.6M Buy
115,382
+65,546
+132% +$8.33M 0.05% 185
2024
Q2 		$5.49M Sell
49,836
-23,561
-32% -$2.68M 0.02% 290
2024
Q1 		$8.85M Sell
73,397
-5,307
-7% -$569K 0.07% 217
2023
Q4 		$8.12M Sell
78,704
-19,090
-20% -$1.62M 0.07% 228
2023
Q3 		$7.24M Sell
97,794
-11,903
-11% -$949K 0.07% 241
2023
Q2 		$8.52M Sell
109,697
-19,463
-15% -$1.32M 0.07% 224
2023
Q1 		$7.53M Sell
129,160
-33,299
-20% -$1.8M 0.07% 239
2022
Q4 		$7.29M Sell
162,459
-15,099
-9% -$636K 0.07% 234
2022
Q3 		$6.77M Sell
177,558
-64,035
-27% -$2.69M 0.08% 225
2022
Q2 		$9.6M Sell
241,593
-18,118
-7% -$763K 0.1% 174
2022
Q1 		$11.5M Sell
259,711
-442
-0.2% -$21.9K 0.1% 174
2021
Q4 		$14.7M Buy
260,153
+32,639
+14% +$1.67M 0.12% 147
2021
Q3 		$10.4M Buy
227,514
+63,115
+38% +$3.28M 0.09% 173
2021
Q2 		$9.13M Sell
164,399
-1,808
-1% -$101K 0.08% 191
2021
Q1 		$8.72M Buy
166,207
+37,947
+30% +$1.77M 0.06% 175
2020
Q4 		$6.32M Buy
+128,260
New +$5.68M 0.04% 237

Other funds holding PHM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vontobel Holding's PHM Position: Q3 2026 in Review

Vontobel Holding reduced its Pultegroup (PHM) stake by 20% in Q3 2026, selling an estimated $7.95M and leaving 251,931 shares worth $29.2M. The position accounts for 0.11% of the portfolio, ranked #189.

Vontobel Holding first reported a position in PHM in Q4 2020 and has held it in 24 quarters since. The position peaked at $43.2M in Q2 2026. 647 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Vontobel Holding held 251,931 shares of Pultegroup worth $29.2M as of Q3 2026.
  • Vontobel Holding sold 63,270 Pultegroup shares in Q3 2026, an estimated $7.95M.
  • Pultegroup made up 0.11% of Vontobel Holding's portfolio in Q3 2026, its #189 holding.
  • Vontobel Holding first reported a position in Pultegroup in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Pultegroup position peaked at $43.2M in Q2 2026.
  • 647 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.