SRS
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Strong Retirement Solutions’s Pultegroup PHM Stock Holding History

Strong Retirement 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 		$1.2M Buy
10,355
+676
+7% +$85K 0.68% 50
2026
Q2 		$1.33M Buy
9,679
+1,296
+15% +$157K 0.8% 34
2026
Q1 		$986K Buy
8,383
+450
+6% +$57.6K 0.69% 49
2025
Q4 		$930K Buy
+7,933
New +$973K 0.63% 50

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
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
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

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

Strong Retirement Solutions increased its Pultegroup (PHM) stake by 7% in Q3 2026, buying an estimated $85K and bringing the position to 10,355 shares worth $1.2M. The position accounts for 0.68% of the portfolio, ranked #50.

Strong Retirement Solutions first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Strong Retirement Solutions held 10,355 shares of Pultegroup worth $1.2M as of Q3 2026.
  • Strong Retirement Solutions bought 676 Pultegroup shares in Q3 2026, an estimated $85K.
  • Pultegroup made up 0.68% of Strong Retirement Solutions's portfolio in Q3 2026, its #50 holding.
  • Strong Retirement Solutions first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's Pultegroup position peaked at $1.33M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

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