SPL
PHM icon

Superior Planning, LLC’s Pultegroup PHM Stock Holding History

Superior Planning, 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 		$119K Buy
+1,029
New +$129K 0.05% 219

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's PHM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pultegroup (PHM) in Q3 2026: 1,029 shares worth $119K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings.

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

  • Superior Planning, LLC held 1,029 shares of Pultegroup worth $119K as of Q3 2026.
  • Pultegroup was a new Superior Planning, LLC position in Q3 2026.
  • Pultegroup made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #219 holding.
  • 707 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.