STACKSTONE WEALTH, LLC’s Pultegroup PHM Stock Holding History

STACKSTONE WEALTH, LLC’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	$1.38M	Buy	+11,910	New	+$1.5M	0.14%	163

Other funds holding PHM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PHM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Pultegroup (PHM) in Q3 2026: 11,910 shares worth $1.38M. The stake represents 0.14% of the portfolio and ranks #163 among its holdings.

128 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

STACKSTONE WEALTH, LLC held 11,910 shares of Pultegroup worth $1.38M as of Q3 2026.
Pultegroup was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Pultegroup made up 0.14% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #163 holding.
128 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.