Moran Wealth Management
PHM icon

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
Q3 		$18M Buy
154,915
+6,289
+4% +$790K 0.49% 52
2026
Q2 		$20.4M Sell
148,626
-8,426
-5% -$1.02M 0.56% 44
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

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Moran Wealth Management's PHM Position: Q3 2026 in Review

Moran Wealth Management increased its Pultegroup (PHM) stake by 4.2% in Q3 2026, buying an estimated $790K and bringing the position to 154,915 shares worth $18M. The position accounts for 0.49% of the portfolio, ranked #52.

Moran Wealth Management first reported a position in PHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $36.6M in Q3 2024. 192 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Moran Wealth Management held 154,915 shares of Pultegroup worth $18M as of Q3 2026.
  • Moran Wealth Management bought 6,289 Pultegroup shares in Q3 2026, an estimated $790K.
  • Pultegroup made up 0.49% of Moran Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Moran Wealth Management first reported a position in Pultegroup in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Pultegroup position peaked at $36.6M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.