Mosley Wealth Management
PHM icon

Mosley Wealth Management’s Pultegroup PHM Stock Holding History

Mosley 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 		$1.81K Hold
16
– – ﹤0.01% 502
2026
Q2 		$2.2K Buy
+16
New +$1.94K ﹤0.01% 489

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Mosley Wealth Management held its Pultegroup (PHM) position steady in Q3 2026 at 16 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Mosley Wealth Management first reported a position in PHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.2K in Q2 2026. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Mosley Wealth Management held 16 shares of Pultegroup worth $1.81K as of Q3 2026.
  • Mosley Wealth Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #502 holding.
  • Mosley Wealth Management first reported a position in Pultegroup in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Pultegroup position peaked at $2.2K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.