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Morton Brown Family Wealth’s Pultegroup PHM Stock Holding History

Morton Brown Family Wealth’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 		$549 Buy
+4
New +$486 ﹤0.01% 361

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Morton Brown Family Wealth's PHM Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Pultegroup (PHM) in Q2 2026: 4 shares worth $549. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Morton Brown Family Wealth held 4 shares of Pultegroup worth $549 as of Q2 2026.
  • Pultegroup was a new Morton Brown Family Wealth position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #361 holding.
  • 252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.