Inlet Private Wealth
PHM icon

Inlet Private Wealth’s Pultegroup PHM Stock Holding History

Inlet Private Wealth’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 		$1.77M Sell
15,220
-20
-0.1% -$2.51K 0.43% 66
2026
Q2 		$2.09M Sell
15,240
-2
-0% -$243 0.51% 60
2026
Q1 		$1.79M Buy
15,242
+1,500
+11% +$192K 0.46% 65
2025
Q4 		$1.61M Sell
13,742
-1,455
-10% -$178K 0.37% 69
2025
Q3 		$2.01M Buy
15,197
+2
+0% +$248 0.45% 65
2025
Q2 		$1.6M Buy
15,195
+60
+0.4% +$6.04K 0.39% 70
2025
Q1 		$1.56M Buy
15,135
+385
+3% +$41.6K 0.4% 71
2024
Q4 		$1.61M Buy
14,750
+3,450
+31% +$448K 0.42% 71
2024
Q3 		$1.62M Hold
11,300
– – 0.41% 73
2024
Q2 		$1.24M Buy
11,300
+200
+2% +$22.7K 0.34% 74
2024
Q1 		$1.34M Sell
11,100
-50
-0.4% -$5.36K 0.37% 70
2023
Q4 		$1.15M Sell
11,150
-1,000
-8% -$85K 0.35% 71
2023
Q3 		$900K Sell
12,150
-150
-1% -$12K 0.3% 76
2023
Q2 		$955K Hold
12,300
– – 0.24% 78
2023
Q1 		$717K Sell
12,300
-500
-4% -$27K 0.19% 85
2022
Q4 		$583K Sell
12,800
-36,913
-74% -$1.56M 0.15% 90
2022
Q3 		$1.86M Sell
49,713
-4,300
-8% -$181K 0.56% 55
2022
Q2 		$2.14M Hold
54,013
– – 0.61% 52
2022
Q1 		$2.26M Hold
54,013
– – 0.57% 58
2021
Q4 		$3.09M Buy
54,013
+1,000
+2% +$51.3K 0.75% 46
2021
Q3 		$2.43M Sell
53,013
-594
-1% -$30.9K 0.65% 53
2021
Q2 		$2.92M Buy
53,607
+1,507
+3% +$84.3K 0.77% 50
2021
Q1 		$2.73M Buy
+52,100
New +$2.43M 0.78% 50

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inlet Private Wealth's PHM Position: Q3 2026 in Review

Inlet Private Wealth reduced its Pultegroup (PHM) stake by 0.13% in Q3 2026, selling an estimated $2.51K and leaving 15,220 shares worth $1.77M. The position accounts for 0.43% of the portfolio, ranked #66.

Inlet Private Wealth first reported a position in PHM in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.09M in Q4 2021. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Inlet Private Wealth held 15,220 shares of Pultegroup worth $1.77M as of Q3 2026.
  • Inlet Private Wealth sold 20 Pultegroup shares in Q3 2026, an estimated $2.51K.
  • Pultegroup made up 0.43% of Inlet Private Wealth's portfolio in Q3 2026, its #66 holding.
  • Inlet Private Wealth first reported a position in Pultegroup in Q1 2021 and has held it in 23 quarters since.
  • Inlet Private Wealth's Pultegroup position peaked at $3.09M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.