Hazlett, Burt & Watson
PHM icon

Hazlett, Burt & Watson’s Pultegroup PHM Stock Holding History

Hazlett, Burt & Watson’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 		$107K Sell
901
-100
-10% -$12.6K 0.03% 352
2026
Q2 		$139K Hold
1,001
– – 0.04% 318
2026
Q1 		$119K Hold
1,001
– – 0.04% 316
2025
Q4 		$119K Buy
1,001
+400
+67% +$49.1K 0.04% 321
2025
Q3 		$79K Buy
601
+525
+691% +$65.2K 0.03% 354
2025
Q2 		$8K Hold
76
– – ﹤0.01% 621
2025
Q1 		$8K Buy
+76
New +$8.21K ﹤0.01% 612

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Hazlett, Burt & Watson's PHM Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Pultegroup (PHM) stake by 10% in Q3 2026, selling an estimated $12.6K and leaving 901 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #352.

Hazlett, Burt & Watson first reported a position in PHM in Q1 2025 and has held it in 7 quarters since. The position peaked at $139K in Q2 2026. 558 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Hazlett, Burt & Watson held 901 shares of Pultegroup worth $107K as of Q3 2026.
  • Hazlett, Burt & Watson sold 100 Pultegroup shares in Q3 2026, an estimated $12.6K.
  • Pultegroup made up 0.03% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #352 holding.
  • Hazlett, Burt & Watson first reported a position in Pultegroup in Q1 2025 and has held it in 7 quarters since.
  • Hazlett, Burt & Watson's Pultegroup position peaked at $139K in Q2 2026.
  • 558 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.