Darwin Wealth Management’s Pultegroup PHM Stock Holding History

Darwin 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	$6.18K	Sell	53 -23	-30%	-$2.89K	﹤0.01%	730
2026 Q2	$10.5K	Sell	76 -86	-53%	-$10.4K	﹤0.01%	378
2026 Q1	$19.1K	Sell	162 -44	-21%	-$5.64K	0.01%	311
2025 Q4	$24.2K	Sell	206 -59	-22%	-$7.24K	0.01%	283
2025 Q3	$35K	Sell	265 -9,866	-97%	-$1.23M	0.01%	240
2025 Q2	$1.07M	Sell	10,131 -1,365	-12%	-$138K	0.37%	70
2025 Q1	$1.25M	Hold	11,496	–	–	0.42%	62
2024 Q4	$1.25M	Sell	11,496 -3,147	-21%	-$409K	0.42%	62
2024 Q3	$2.1M	Buy	+14,643	New	+$1.86M	0.58%	58
2024 Q2	–	Sell	-16,803	Closed	-$2.03M	–	127
2024 Q1	$2.03M	Buy	+16,803	New	+$1.8M	0.56%	53

Other funds holding PHM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Darwin Wealth Management reduced its Pultegroup (PHM) stake by 30% in Q3 2026, selling an estimated $2.89K and leaving 53 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Darwin Wealth Management first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.1M in Q3 2024. 616 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Darwin Wealth Management held 53 shares of Pultegroup worth $6.18K as of Q3 2026.
Darwin Wealth Management sold 23 Pultegroup shares in Q3 2026, an estimated $2.89K.
Pultegroup made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #730 holding.
Darwin Wealth Management first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
Darwin Wealth Management's Pultegroup position peaked at $2.1M in Q3 2024.
616 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.