Perigon Wealth Management
PHM icon

Perigon Wealth Management’s Pultegroup PHM Stock Holding History

Perigon 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 		$269K Buy
2,319
+98
+4% +$12.3K ﹤0.01% 1212
2026
Q2 		$305K Buy
2,221
+64
+3% +$7.77K ﹤0.01% 1105
2026
Q1 		$254K Sell
2,157
-515
-19% -$66K ﹤0.01% 1086
2025
Q4 		$313K Buy
2,672
+92
+4% +$11.3K 0.01% 997
2025
Q3 		$341K Sell
2,580
-16
-0.6% -$1.99K 0.01% 898
2025
Q2 		$274K Sell
2,596
-126
-5% -$12.7K 0.01% 871
2025
Q1 		$280K Sell
2,722
-407
-13% -$44K 0.01% 839
2024
Q4 		$366K Sell
3,129
-256
-8% -$33.2K 0.01% 745
2024
Q3 		$486K Buy
3,385
+114
+3% +$14.5K 0.01% 627
2024
Q2 		$360K Buy
3,271
+9
+0.3% +$1.02K 0.01% 627
2024
Q1 		$393K Buy
3,262
+1,081
+50% +$116K 0.01% 595
2023
Q4 		$225K Buy
+2,181
New +$185K 0.01% 755
2021
Q1 		– Sell
-2,641
Closed -$114K – 887
2020
Q4 		$114K Buy
+2,641
New +$117K 0.01% 516
2017
Q1 		– Sell
-926
Closed -$21K – 684
2016
Q4 		$21K Buy
+926
New +$17.6K ﹤0.01% 464

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

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

Perigon Wealth Management increased its Pultegroup (PHM) stake by 4.4% in Q3 2026, buying an estimated $12.3K and bringing the position to 2,319 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Perigon Wealth Management first reported a position in PHM in Q4 2016 and has held it in 14 quarters since. The position peaked at $486K in Q3 2024. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Perigon Wealth Management held 2,319 shares of Pultegroup worth $269K as of Q3 2026.
  • Perigon Wealth Management bought 98 Pultegroup shares in Q3 2026, an estimated $12.3K.
  • Pultegroup made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1212 holding.
  • Perigon Wealth Management first reported a position in Pultegroup in Q4 2016 and has held it in 14 quarters since.
  • Perigon Wealth Management's Pultegroup position peaked at $486K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.