MWM
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Moran Wealth Management’s Pultegroup PHM Stock Holding History

Moran 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
Q1 		$18.5M Sell
157,052
-13,741
-8% -$1.76M 0.57% 48
2025
Q4 		$20M Sell
170,793
-5,598
-3% -$687K 0.61% 41
2025
Q3 		$23.3M Sell
176,391
-4,948
-3% -$615K 0.7% 33
2025
Q2 		$19.1M Sell
181,339
-9,288
-5% -$936K 0.59% 45
2025
Q1 		$19.6M Sell
190,627
-57,553
-23% -$6.22M 0.66% 40
2024
Q4 		$27M Sell
248,180
-6,906
-3% -$897K 0.86% 21
2024
Q3 		$36.6M Sell
255,086
-6,227
-2% -$792K 1.13% 12
2024
Q2 		$28.8M Buy
261,313
+114,968
+79% +$13.1M 0.95% 18
2024
Q1 		$17.7M Buy
146,345
+11,467
+9% +$1.23M 0.57% 52
2023
Q4 		$13.9M Sell
134,878
-6,618
-5% -$562K 0.5% 63
2023
Q3 		$10.5M Sell
141,496
-589
-0.4% -$47K 0.41% 94
2023
Q2 		$11M Sell
142,085
-3,637
-2% -$247K 0.41% 88
2023
Q1 		$8.49M Buy
145,722
+11,934
+9% +$644K 0.32% 111
2022
Q4 		$6.09M Buy
+133,788
New +$5.64M 0.23% 127

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moran Wealth Management's PHM Position: Q1 2026 in Review

Moran Wealth Management reduced its Pultegroup (PHM) stake by 8% in Q1 2026, selling an estimated $1.76M and leaving 157,052 shares worth $18.5M. The position accounts for 0.57% of the portfolio, ranked #48.

Moran Wealth Management first reported a position in PHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.6M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Moran Wealth Management held 157,052 shares of Pultegroup worth $18.5M as of Q1 2026.
  • Moran Wealth Management sold 13,741 Pultegroup shares in Q1 2026, an estimated $1.76M.
  • Pultegroup made up 0.57% of Moran Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Moran Wealth Management first reported a position in Pultegroup in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Pultegroup position peaked at $36.6M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.