Morse Asset Management’s Pultegroup PHM Stock Holding History

Morse Asset 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	$5.8K	Sell	50 -75	-60%	-$9.43K	﹤0.01%	323
2026 Q2	$17.2K	Hold	125	–	–	﹤0.01%	287
2026 Q1	$14.7K	Hold	125	–	–	﹤0.01%	275
2025 Q4	$14.7K	Hold	125	–	–	﹤0.01%	268
2025 Q3	$16.5K	Buy	125 +5	+4%	+$621	﹤0.01%	240
2025 Q2	$12.7K	Sell	120 -450	-79%	-$45.3K	﹤0.01%	251
2025 Q1	$58.6K	Sell	570 -2,385	-81%	-$258K	0.01%	190
2024 Q4	$322K	Sell	2,955 -6,780	-70%	-$880K	0.07%	133
2024 Q3	$1.4M	Buy	9,735 +2,020	+26%	+$257K	0.3%	77
2024 Q2	$849K	Buy	+7,715	New	+$876K	0.21%	97
2018 Q3	–	Sell	-120,315	Closed	-$3.46M	–	138
2018 Q2	$3.46M	Buy	120,315 +15	+0%	+$451	0.95%	32
2018 Q1	$3.55M	Sell	120,300 -9,975	-8%	-$309K	0.98%	32
2017 Q4	$4.33M	Sell	130,275 -825	-0.6%	-$25.6K	1.21%	27
2017 Q3	$3.58M	Buy	131,100 +22,950	+21%	+$581K	1.07%	31
2017 Q2	$2.65M	Buy	108,150 +20,825	+24%	+$486K	0.86%	40
2017 Q1	$2.06M	Buy	+87,325	New	+$1.88M	0.7%	51

Other funds holding PHM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Morse Asset Management's PHM Position: Q3 2026 in Review

Morse Asset Management reduced its Pultegroup (PHM) stake by 60% in Q3 2026, selling an estimated $9.43K and leaving 50 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Morse Asset Management first reported a position in PHM in Q1 2017 and has held it in 16 quarters since. The position peaked at $4.33M in Q4 2017. 616 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Morse Asset Management held 50 shares of Pultegroup worth $5.8K as of Q3 2026.
Morse Asset Management sold 75 Pultegroup shares in Q3 2026, an estimated $9.43K.
Pultegroup made up ﹤0.01% of Morse Asset Management's portfolio in Q3 2026, its #323 holding.
Morse Asset Management first reported a position in Pultegroup in Q1 2017 and has held it in 16 quarters since.
Morse Asset Management's Pultegroup position peaked at $4.33M in Q4 2017.
616 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.