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PHM icon

Nautilus Advisors’s Pultegroup PHM Stock Holding History

Nautilus Advisors’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 		$371K Hold
3,195
– – 0.22% 115
2026
Q2 		$399K Hold
3,195
– – 0.24% 111
2026
Q1 		$376K Hold
3,195
– – 0.26% 102
2025
Q4 		$375K Hold
3,195
– – 0.24% 107
2025
Q3 		$422K Hold
3,195
– – 0.28% 99
2025
Q2 		$337K Hold
3,195
– – 0.25% 113
2025
Q1 		$328K Hold
3,195
– – 0.27% 102
2024
Q4 		$348K Buy
+3,195
New +$415K 0.28% 100

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nautilus Advisors's PHM Position: Q3 2026 in Review

Nautilus Advisors held its Pultegroup (PHM) position steady in Q3 2026 at 3,195 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #115.

Nautilus Advisors first reported a position in PHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $422K in Q3 2025. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Nautilus Advisors held 3,195 shares of Pultegroup worth $371K as of Q3 2026.
  • Nautilus Advisors left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.22% of Nautilus Advisors's portfolio in Q3 2026, its #115 holding.
  • Nautilus Advisors first reported a position in Pultegroup in Q4 2024 and has held it in 8 quarters since.
  • Nautilus Advisors's Pultegroup position peaked at $422K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.