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Rothwell Investment Advisors, LLC’s Pultegroup PHM Stock Holding History

Rothwell Investment Advisors, 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 		$86.7K Buy
+747
New +$93.9K 0.05% 304

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PHM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Pultegroup (PHM) in Q3 2026: 747 shares worth $86.7K. The stake represents 0.05% of the portfolio and ranks #304 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 747 shares of Pultegroup worth $86.7K as of Q3 2026.
  • Pultegroup was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Pultegroup made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #304 holding.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.