Marquette Asset Management’s Pultegroup PHM Stock Holding History

Marquette 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	$3.71K	Buy	32 +22	+220%	+$2.77K	﹤0.01%	418
2026 Q2	$1.37K	Buy	+10	New	+$1.21K	﹤0.01%	685
2025 Q4	–	Sell	-22	Closed	-$2.91K	–	835
2025 Q3	$2.91K	Buy	+22	New	+$2.73K	﹤0.01%	438
2023 Q4	–	Sell	-83	Closed	-$6.15K	–	271
2023 Q3	$6.15K	Sell	83 -71	-46%	-$5.66K	﹤0.01%	240
2023 Q2	$12K	Buy	+154	New	+$10.4K	﹤0.01%	219
2015 Q2	–	Sell	-9,866	Closed	-$219K	–	90
2015 Q1	$219K	Sell	9,866 -298	-3%	-$6.49K	0.09%	82
2014 Q4	$218K	Sell	10,164 -626	-6%	-$12.5K	0.09%	82
2014 Q3	$191K	Hold	10,790	–	–	0.08%	84
2014 Q2	$218K	Hold	10,790	–	–	0.09%	78
2014 Q1	$207K	Hold	10,790	–	–	0.09%	84
2013 Q4	$220K	Sell	10,790 -924	-8%	-$16.4K	0.09%	76
2013 Q3	$193K	Hold	11,714	–	–	0.09%	76
2013 Q2	$222K	Buy	+11,714	New	+$243K	0.11%	73

Other funds holding PHM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Marquette Asset Management increased its Pultegroup (PHM) stake by 220% in Q3 2026, buying an estimated $2.77K and bringing the position to 32 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Marquette Asset Management first reported a position in PHM in Q2 2013 and has held it in 13 quarters since. The position peaked at $222K in Q2 2013. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Marquette Asset Management held 32 shares of Pultegroup worth $3.71K as of Q3 2026.
Marquette Asset Management bought 22 Pultegroup shares in Q3 2026, an estimated $2.77K.
Pultegroup made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #418 holding.
Marquette Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 13 quarters since.
Marquette Asset Management's Pultegroup position peaked at $222K in Q2 2013.
38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.