Baron Wealth Management
PHM icon

Baron Wealth Management’s Pultegroup PHM Stock Holding History

Baron 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 		$449K Buy
3,870
+1,348
+53% +$169K 0.12% 133
2026
Q2 		$346K Sell
2,522
-678
-21% -$82.3K 0.09% 175
2026
Q1 		$376K Buy
+3,200
New +$410K 0.11% 149
2024
Q4 		– Sell
-2,069
Closed -$297K – 216
2024
Q3 		$297K Buy
+2,069
New +$263K 0.14% 125

Other funds holding PHM

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
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

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

Baron Wealth Management increased its Pultegroup (PHM) stake by 53% in Q3 2026, buying an estimated $169K and bringing the position to 3,870 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #133.

Baron Wealth Management first reported a position in PHM in Q3 2024 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Baron Wealth Management held 3,870 shares of Pultegroup worth $449K as of Q3 2026.
  • Baron Wealth Management bought 1,348 Pultegroup shares in Q3 2026, an estimated $169K.
  • Pultegroup made up 0.12% of Baron Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Baron Wealth Management first reported a position in Pultegroup in Q3 2024 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.