Meriwether Wealth & Planning’s Pultegroup PHM Stock Holding History

Meriwether Wealth & 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	$2.2K	Buy	+19	New	+$2.39K	﹤0.01%	629

Other funds holding PHM

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Meriwether Wealth & Planning's PHM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Pultegroup (PHM) in Q3 2026: 19 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings.

231 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Meriwether Wealth & Planning held 19 shares of Pultegroup worth $2.2K as of Q3 2026.
Pultegroup was a new Meriwether Wealth & Planning position in Q3 2026.
Pultegroup made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #629 holding.
231 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.