MWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moran Wealth Management's PHM Position: Q2 2026 in Review

Moran Wealth Management reduced its Pultegroup (PHM) stake by 5.4% in Q2 2026, selling an estimated $1.02M and leaving 148,626 shares worth $20.4M. The position accounts for 0.56% of the portfolio, ranked #44.

Moran Wealth Management first reported a position in PHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.6M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Moran Wealth Management held 148,626 shares of Pultegroup worth $20.4M as of Q2 2026.
  • Moran Wealth Management sold 8,426 Pultegroup shares in Q2 2026, an estimated $1.02M.
  • Pultegroup made up 0.56% of Moran Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Moran Wealth Management first reported a position in Pultegroup in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Pultegroup position peaked at $36.6M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.