McGlone Suttner Wealth Management
PHM icon

McGlone Suttner Wealth Management’s Pultegroup PHM Stock Holding History

McGlone Suttner Wealth 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 		– Sell
-1,496
Closed -$205K – 207
2026
Q2 		$205K Buy
+1,496
New +$182K 0.02% 194
2025
Q3 		– Sell
-2,224
Closed -$235K – 198
2025
Q2 		$235K Sell
2,224
-10
-0.4% -$1.01K 0.04% 176
2025
Q1 		$230K Buy
2,234
+133
+6% +$14.4K 0.04% 173
2024
Q4 		$229K Sell
2,101
-1,096
-34% -$142K 0.04% 160
2024
Q3 		$459K Buy
3,197
+1,244
+64% +$158K 0.1% 104
2024
Q2 		$202K Sell
1,953
-712
-27% -$80.8K 0.04% 157
2024
Q1 		$321K Buy
2,665
+712
+36% +$76.4K 0.06% 126
2023
Q4 		$202K Buy
+1,953
New +$166K 0.04% 157

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

McGlone Suttner Wealth Management's PHM Position: Q3 2026 in Review

McGlone Suttner Wealth Management sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 1,496 shares — an estimated $205K sold.

McGlone Suttner Wealth Management first reported a position in PHM in Q4 2023 and held it in 8 quarters. The position peaked at $459K in Q3 2024. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • McGlone Suttner Wealth Management reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,496 Pultegroup shares in Q3 2026, an estimated $205K.
  • McGlone Suttner Wealth Management first reported a position in Pultegroup in Q4 2023 and held it in 8 quarters.
  • McGlone Suttner Wealth Management's Pultegroup position peaked at $459K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.