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Wedmont Private Capital’s Pultegroup PHM Stock Holding History

Wedmont Private Capital’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 		$530K Buy
4,665
+761
+19% +$95.6K 0.01% 575
2026
Q2 		$487K Buy
3,904
+615
+19% +$74.7K 0.01% 559
2026
Q1 		$396K Sell
3,289
-6
-0.2% -$768 0.01% 579
2025
Q4 		$386K Buy
3,295
+141
+4% +$17.3K 0.01% 563
2025
Q3 		$409K Buy
3,154
+105
+3% +$13K 0.02% 525
2025
Q2 		$347K Sell
3,049
-444
-13% -$44.7K 0.01% 528
2025
Q1 		$330K Buy
3,493
+443
+15% +$47.8K 0.02% 494
2024
Q4 		$328K Buy
3,050
+110
+4% +$14.3K 0.02% 511
2024
Q3 		$410K Buy
2,940
+119
+4% +$15.1K 0.02% 421
2024
Q2 		$328K Buy
2,821
+270
+11% +$30.7K 0.02% 470
2024
Q1 		$294K Buy
2,551
+69
+3% +$7.4K 0.02% 457
2023
Q4 		$257K Buy
+2,482
New +$211K 0.02% 465

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

Wedmont Private Capital's PHM Position: Q3 2026 in Review

Wedmont Private Capital increased its Pultegroup (PHM) stake by 19% in Q3 2026, buying an estimated $95.6K and bringing the position to 4,665 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #575.

Wedmont Private Capital first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Wedmont Private Capital held 4,665 shares of Pultegroup worth $530K as of Q3 2026.
  • Wedmont Private Capital bought 761 Pultegroup shares in Q3 2026, an estimated $95.6K.
  • Pultegroup made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #575 holding.
  • Wedmont Private Capital first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.