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Atwood & Palmer’s Pultegroup PHM Stock Holding History

Atwood & Palmer’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 		$247K Buy
2,128
+2,049
+2,594% +$258K 0.01% 158
2026
Q2 		$10.8K Sell
79
-5
-6% -$607 ﹤0.01% 372
2026
Q1 		$9.88K Buy
84
+5
+6% +$640 ﹤0.01% 378
2025
Q4 		$9.26K Hold
79
– – ﹤0.01% 385
2025
Q3 		$10.4K Hold
79
– – ﹤0.01% 381
2025
Q2 		$8.33K Buy
+79
New +$7.96K ﹤0.01% 408

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer's PHM Position: Q3 2026 in Review

Atwood & Palmer increased its Pultegroup (PHM) stake by 2,594% in Q3 2026, buying an estimated $258K and bringing the position to 2,128 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #158.

Atwood & Palmer first reported a position in PHM in Q2 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Atwood & Palmer held 2,128 shares of Pultegroup worth $247K as of Q3 2026.
  • Atwood & Palmer bought 2,049 Pultegroup shares in Q3 2026, an estimated $258K.
  • Pultegroup made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #158 holding.
  • Atwood & Palmer first reported a position in Pultegroup in Q2 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.