Networth Advisors
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Networth Advisors’s Pultegroup PHM Stock Holding History

Networth 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 		$465 Hold
4
– – ﹤0.01% 367
2026
Q2 		$549 Hold
4
– – ﹤0.01% 349
2026
Q1 		$470 Hold
4
– – ﹤0.01% 357
2025
Q4 		$469 Buy
+4
New +$491 ﹤0.01% 353

Other funds holding PHM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Networth Advisors's PHM Position: Q3 2026 in Review

Networth Advisors held its Pultegroup (PHM) position steady in Q3 2026 at 4 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Networth Advisors first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $549 in Q2 2026. 695 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Networth Advisors held 4 shares of Pultegroup worth $465 as of Q3 2026.
  • Networth Advisors left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #367 holding.
  • Networth Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Pultegroup position peaked at $549 in Q2 2026.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.