Premier Path Wealth Partners
PHM icon

Premier Path Wealth Partners’s Pultegroup PHM Stock Holding History

Premier Path Wealth Partners’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 		$922K Buy
7,945
+1,830
+30% +$230K 0.11% 180
2026
Q2 		$839K Buy
6,115
+425
+7% +$51.6K 0.1% 190
2026
Q1 		$669K Buy
5,690
+3,697
+185% +$473K 0.09% 212
2025
Q4 		$234K Buy
1,993
+103
+5% +$12.6K 0.03% 369
2025
Q3 		$250K Buy
+1,890
New +$235K 0.03% 359
2025
Q2 		– Sell
-2,269
Closed -$233K – 395
2025
Q1 		$233K Sell
2,269
-303
-12% -$32.7K 0.04% 345
2024
Q4 		$280K Buy
2,572
+95
+4% +$12.3K 0.04% 315
2024
Q3 		$355K Buy
2,477
+260
+12% +$33.1K 0.06% 278
2024
Q2 		$244K Buy
2,217
+484
+28% +$55K 0.04% 326
2024
Q1 		$209K Buy
+1,733
New +$186K 0.04% 326

Other funds holding PHM

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Premier Path Wealth Partners's PHM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Pultegroup (PHM) stake by 30% in Q3 2026, buying an estimated $230K and bringing the position to 7,945 shares worth $922K. The position accounts for 0.11% of the portfolio, ranked #180.

Premier Path Wealth Partners first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Premier Path Wealth Partners held 7,945 shares of Pultegroup worth $922K as of Q3 2026.
  • Premier Path Wealth Partners bought 1,830 Pultegroup shares in Q3 2026, an estimated $230K.
  • Pultegroup made up 0.11% of Premier Path Wealth Partners's portfolio in Q3 2026, its #180 holding.
  • Premier Path Wealth Partners first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.