Formidable Asset Management
PHM icon

Formidable Asset Management’s Pultegroup PHM Stock Holding History

Formidable Asset 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 		$555K Hold
4,785
– – 0.08% 226
2026
Q2 		$657K Hold
4,785
– – 0.1% 190
2026
Q1 		$563K Sell
4,785
-170
-3% -$21.8K 0.09% 210
2025
Q4 		$581K Sell
4,955
-2,369
-32% -$291K 0.08% 220
2025
Q3 		$905K Buy
7,324
+869
+13% +$108K 0.14% 145
2025
Q2 		$681K Sell
6,455
-665
-9% -$67K 0.11% 173
2025
Q1 		$732K Buy
+7,120
New +$769K 0.12% 164

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Formidable Asset Management's PHM Position: Q3 2026 in Review

Formidable Asset Management held its Pultegroup (PHM) position steady in Q3 2026 at 4,785 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #226.

Formidable Asset Management first reported a position in PHM in Q1 2025 and has held it in 7 quarters since. The position peaked at $905K in Q3 2025. 394 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Formidable Asset Management held 4,785 shares of Pultegroup worth $555K as of Q3 2026.
  • Formidable Asset Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.08% of Formidable Asset Management's portfolio in Q3 2026, its #226 holding.
  • Formidable Asset Management first reported a position in Pultegroup in Q1 2025 and has held it in 7 quarters since.
  • Formidable Asset Management's Pultegroup position peaked at $905K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.