Harbor Asset Planning
PHM icon

Harbor Asset Planning’s Pultegroup PHM Stock Holding History

Harbor Asset Planning’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 		$219K Hold
1,886
– – 0.16% 97
2026
Q2 		$259K Hold
1,886
– – 0.19% 90
2026
Q1 		$222K Hold
1,886
– – 0.19% 92
2025
Q4 		$221K Hold
1,886
– – 0.19% 86
2025
Q3 		$249K Hold
1,886
– – 0.22% 79
2025
Q2 		$199K Buy
+1,886
New +$190K 0.19% 87

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
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

Harbor Asset Planning's PHM Position: Q3 2026 in Review

Harbor Asset Planning held its Pultegroup (PHM) position steady in Q3 2026 at 1,886 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #97.

Harbor Asset Planning first reported a position in PHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $259K in Q2 2026. 363 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Harbor Asset Planning held 1,886 shares of Pultegroup worth $219K as of Q3 2026.
  • Harbor Asset Planning left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.16% of Harbor Asset Planning's portfolio in Q3 2026, its #97 holding.
  • Harbor Asset Planning first reported a position in Pultegroup in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Pultegroup position peaked at $259K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.