Elevation Wealth Partners
PHM icon

Elevation Wealth Partners’s Pultegroup PHM Stock Holding History

Elevation Wealth Partners’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 		$4.88K Buy
42
+1
+2% +$126 ﹤0.01% 1110
2026
Q2 		$5.63K Buy
41
+21
+105% +$2.55K ﹤0.01% 984
2026
Q1 		$2.35K Buy
+20
New +$2.56K ﹤0.01% 876
2025
Q4 		– Sell
-44
Closed -$5.81K – 1004
2025
Q3 		$5.81K Buy
+44
New +$5.46K ﹤0.01% 454

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Elevation Wealth Partners's PHM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Pultegroup (PHM) stake by 2.4% in Q3 2026, buying an estimated $126 and bringing the position to 42 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Elevation Wealth Partners first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.81K in Q3 2025. 331 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Elevation Wealth Partners held 42 shares of Pultegroup worth $4.88K as of Q3 2026.
  • Elevation Wealth Partners bought 1 Pultegroup share in Q3 2026, an estimated $126.
  • Pultegroup made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1110 holding.
  • Elevation Wealth Partners first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Pultegroup position peaked at $5.81K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.