MOTCO’s Pultegroup PHM Stock Holding History

MOTCO’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	$464	Hold	4	–	–	﹤0.01%	722
2026 Q2	$549	Buy	+4	New	+$486	﹤0.01%	666
2024 Q1	–	Sell	-19	Closed	-$1.96K	–	754
2023 Q4	$1.96K	Hold	19	–	–	﹤0.01%	591
2023 Q3	$1.41K	Hold	19	–	–	﹤0.01%	682
2023 Q2	$1.48K	Buy	+19	New	+$1.29K	﹤0.01%	708
2022 Q4	–	Sell	-100	Closed	-$4K	–	652
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	571
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	520
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	547
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	508
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	549
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	554
2021 Q1	$5K	Sell	100 -58	-37%	-$2.71K	﹤0.01%	517
2020 Q4	$7K	Hold	158	–	–	﹤0.01%	568
2020 Q3	$7K	Hold	158	–	–	﹤0.01%	488
2020 Q2	$5K	Hold	158	–	–	﹤0.01%	485
2020 Q1	$4K	Buy	158 +58	+58%	+$2.24K	﹤0.01%	505
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	480
2019 Q3	$4K	Sell	100 -169	-63%	-$5.62K	﹤0.01%	463
2019 Q2	$9K	Buy	269 +169	+169%	+$5.27K	﹤0.01%	619
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	486
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	512
2018 Q3	$2K	Buy	+100	New	+$2.83K	﹤0.01%	552

Other funds holding PHM

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

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MOTCO's PHM Position: Q3 2026 in Review

MOTCO held its Pultegroup (PHM) position steady in Q3 2026 at 4 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #722.

MOTCO first reported a position in PHM in Q3 2018 and has held it in 22 quarters since. The position peaked at $9K in Q2 2019. 559 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

MOTCO held 4 shares of Pultegroup worth $464 as of Q3 2026.
MOTCO left its Pultegroup share count unchanged in Q3 2026.
Pultegroup made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #722 holding.
MOTCO first reported a position in Pultegroup in Q3 2018 and has held it in 22 quarters since.
MOTCO's Pultegroup position peaked at $9K in Q2 2019.
559 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.