Accurate Wealth Management
PHM icon

Accurate Wealth Management’s Pultegroup PHM Stock Holding History

Accurate Wealth Management’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 		$482K Buy
4,322
+511
+13% +$64.2K 0.04% 379
2026
Q2 		$475K Buy
3,811
+542
+17% +$65.8K 0.05% 366
2026
Q1 		$394K Sell
3,269
-51
-2% -$6.53K 0.05% 366
2025
Q4 		$438K Buy
3,320
+289
+10% +$35.4K 0.06% 328
2025
Q3 		$378K Sell
3,031
-476
-14% -$59.1K 0.05% 348
2025
Q2 		$404K Buy
3,507
+222
+7% +$22.4K 0.06% 303
2025
Q1 		$310K Buy
3,285
+653
+25% +$70.5K 0.06% 276
2024
Q4 		$283K Sell
2,632
-295
-10% -$38.3K 0.05% 304
2024
Q3 		$423K Buy
2,927
+522
+22% +$66.4K 0.09% 228
2024
Q2 		$280K Buy
2,405
+354
+17% +$40.2K 0.07% 244
2024
Q1 		$216K Buy
2,051
+130
+7% +$13.9K 0.06% 276
2023
Q4 		$203K Buy
+1,921
New +$163K 0.06% 262
2023
Q1 		– Sell
-966
Closed -$46.8K – 1084
2022
Q4 		$46.8K Buy
+966
New +$40.7K 0.02% 470

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

Accurate Wealth Management's PHM Position: Q3 2026 in Review

Accurate Wealth Management increased its Pultegroup (PHM) stake by 13% in Q3 2026, buying an estimated $64.2K and bringing the position to 4,322 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #379.

Accurate Wealth Management first reported a position in PHM in Q4 2022 and has held it in 13 quarters since. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Accurate Wealth Management held 4,322 shares of Pultegroup worth $482K as of Q3 2026.
  • Accurate Wealth Management bought 511 Pultegroup shares in Q3 2026, an estimated $64.2K.
  • Pultegroup made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #379 holding.
  • Accurate Wealth Management first reported a position in Pultegroup in Q4 2022 and has held it in 13 quarters since.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.