Opal Wealth Advisors
PHM icon

Opal Wealth Advisors’s Pultegroup PHM Stock Holding History

Opal Wealth 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 		$231K Sell
1,991
-96
-5% -$12.1K 0.05% 185
2026
Q2 		$286K Sell
2,087
-27
-1% -$3.28K 0.06% 167
2026
Q1 		$249K Sell
2,114
-55
-3% -$7.04K 0.06% 177
2025
Q4 		$254K Buy
2,169
+99
+5% +$12.1K 0.07% 175
2025
Q3 		$274K Buy
2,070
+25
+1% +$3.1K 0.08% 153
2025
Q2 		$216K Sell
2,045
-114
-5% -$11.5K 0.06% 182
2025
Q1 		$222K Buy
+2,159
New +$233K 0.07% 167
2024
Q4 		– Sell
-1,976
Closed -$284K – 202
2024
Q3 		$284K Buy
1,976
+226
+13% +$28.7K 0.09% 132
2024
Q2 		$193K Buy
+1,750
New +$199K 0.06% 187

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Opal Wealth Advisors's PHM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Pultegroup (PHM) stake by 4.6% in Q3 2026, selling an estimated $12.1K and leaving 1,991 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #185.

Opal Wealth Advisors first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $286K in Q2 2026. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Opal Wealth Advisors held 1,991 shares of Pultegroup worth $231K as of Q3 2026.
  • Opal Wealth Advisors sold 96 Pultegroup shares in Q3 2026, an estimated $12.1K.
  • Pultegroup made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #185 holding.
  • Opal Wealth Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • Opal Wealth Advisors's Pultegroup position peaked at $286K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

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