Peterson Wealth Services
PHM icon

Peterson Wealth Services’s Pultegroup PHM Stock Holding History

Peterson Wealth Services’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 		$286K Buy
2,461
+668
+37% +$84K 0.06% 118
2026
Q2 		$246K Buy
1,793
+1
+0.1% +$121 0.05% 118
2026
Q1 		$211K Buy
1,792
+344
+24% +$44.1K 0.05% 124
2025
Q4 		$170K Buy
1,448
+1,268
+704% +$156K 0.04% 121
2025
Q3 		$191K Sell
180
-1,206
-87% -$150K 0.05% 123
2025
Q2 		$146K Sell
1,386
-164
-11% -$16.5K 0.04% 132
2025
Q1 		$159K Sell
1,550
-7
-0.4% -$756 0.05% 127
2024
Q4 		$170K Sell
1,557
-407
-21% -$52.8K 0.05% 125
2024
Q3 		$282K Buy
+1,964
New +$250K 0.09% 107

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 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

Peterson Wealth Services's PHM Position: Q3 2026 in Review

Peterson Wealth Services increased its Pultegroup (PHM) stake by 37% in Q3 2026, buying an estimated $84K and bringing the position to 2,461 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #118.

Peterson Wealth Services first reported a position in PHM in Q3 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Peterson Wealth Services held 2,461 shares of Pultegroup worth $286K as of Q3 2026.
  • Peterson Wealth Services bought 668 Pultegroup shares in Q3 2026, an estimated $84K.
  • Pultegroup made up 0.06% of Peterson Wealth Services's portfolio in Q3 2026, its #118 holding.
  • Peterson Wealth Services first reported a position in Pultegroup in Q3 2024 and has held it in 9 quarters since.
  • 396 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.