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Retirement Wealth Solutions’s Pultegroup PHM Stock Holding History

Retirement Wealth Solutions’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 		$581 Sell
5
-12
-71% -$1.51K ﹤0.01% 823
2026
Q2 		$2.33K Buy
17
+13
+325% +$1.58K ﹤0.01% 496
2026
Q1 		$471 Buy
+4
New +$512 ﹤0.01% 733
2025
Q4 		– Sell
-6
Closed -$793 – 829
2025
Q3 		$793 Buy
+6
New +$745 ﹤0.01% 606

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Retirement Wealth Solutions's PHM Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Pultegroup (PHM) stake by 71% in Q3 2026, selling an estimated $1.51K and leaving 5 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Retirement Wealth Solutions first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.33K in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Retirement Wealth Solutions held 5 shares of Pultegroup worth $581 as of Q3 2026.
  • Retirement Wealth Solutions sold 12 Pultegroup shares in Q3 2026, an estimated $1.51K.
  • Pultegroup made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #823 holding.
  • Retirement Wealth Solutions first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Pultegroup position peaked at $2.33K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.