StackStone Wealth’s Pultegroup PHM Stock Holding History

StackStone Wealth’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	$1.38M	Buy	+11,910	New	+$1.5M	0.14%	163

Other funds holding PHM

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

StackStone Wealth's PHM Position: Q3 2026 in Review

StackStone Wealth opened a new position in Pultegroup (PHM) in Q3 2026: 11,910 shares worth $1.38M. The stake represents 0.14% of the portfolio and ranks #163 among its holdings.

314 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

StackStone Wealth held 11,910 shares of Pultegroup worth $1.38M as of Q3 2026.
Pultegroup was a new StackStone Wealth position in Q3 2026.
Pultegroup made up 0.14% of StackStone Wealth's portfolio in Q3 2026, its #163 holding.
314 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.