West Paces Advisors’s Pultegroup PHM Stock Holding History

West Paces Advisors’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	$9.6K	Hold	83	–	–	﹤0.01%	400
2026 Q2	$11.4K	Buy	+83	New	+$10.1K	﹤0.01%	381
2025 Q2	–	Sell	-53	Closed	-$5.45K	–	464
2025 Q1	$5.45K	Hold	53	–	–	﹤0.01%	381
2024 Q4	$5.77K	Hold	53	–	–	﹤0.01%	378
2024 Q3	$7.61K	Hold	53	–	–	﹤0.01%	366
2024 Q2	$5.84K	Hold	53	–	–	﹤0.01%	385
2024 Q1	$6.39K	Sell	53 -6	-10%	-$644	﹤0.01%	390
2023 Q4	$6.09K	Buy	59 +6	+11%	+$510	﹤0.01%	399
2023 Q3	$3.92K	Hold	53	–	–	﹤0.01%	401
2023 Q2	$4.12K	Hold	53	–	–	﹤0.01%	429
2023 Q1	$3.09K	Hold	53	–	–	﹤0.01%	446
2022 Q4	$2.41K	Hold	53	–	–	﹤0.01%	429
2022 Q3	$1.99K	Hold	53	–	–	﹤0.01%	437
2022 Q2	$2.1K	Hold	53	–	–	﹤0.01%	491
2022 Q1	$2.22K	Buy	+53	New	+$2.63K	﹤0.01%	479
2021 Q4	–	Sell	-24	Closed	-$1.23K	–	617
2021 Q3	$1.1K	Sell	24 -100	-81%	-$5.2K	﹤0.01%	554
2021 Q2	$6.77K	Buy	124 +24	+24%	+$1.34K	﹤0.01%	403
2021 Q1	$5.24K	Hold	100	–	–	﹤0.01%	388
2020 Q4	$4.31K	Sell	100 -57	-36%	-$2.52K	﹤0.01%	375
2020 Q3	$7.27K	Hold	157	–	–	﹤0.01%	331
2020 Q2	$5.34K	Hold	157	–	–	﹤0.01%	360
2020 Q1	$3.5K	Hold	157	–	–	﹤0.01%	390
2019 Q4	$6.09K	Hold	157	–	–	﹤0.01%	391
2019 Q3	$5.74K	Hold	157	–	–	﹤0.01%	374
2019 Q2	$4.96K	Hold	157	–	–	﹤0.01%	379
2019 Q1	$4.39K	Hold	157	–	–	﹤0.01%	390
2018 Q4	$4.08K	Hold	157	–	–	﹤0.01%	396
2018 Q3	$3.89K	Hold	157	–	–	﹤0.01%	406
2018 Q2	$4.51K	Buy	+157	New	+$4.72K	﹤0.01%	396
2017 Q1	–	Sell	-65	Closed	-$1.4K	–	533
2016 Q4	$1.2K	Buy	+65	New	+$1.23K	﹤0.01%	515

Other funds holding PHM

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

West Paces Advisors's PHM Position: Q3 2026 in Review

West Paces Advisors held its Pultegroup (PHM) position steady in Q3 2026 at 83 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

West Paces Advisors first reported a position in PHM in Q4 2016 and has held it in 30 quarters since. The position peaked at $11.4K in Q2 2026. 468 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

West Paces Advisors held 83 shares of Pultegroup worth $9.6K as of Q3 2026.
West Paces Advisors left its Pultegroup share count unchanged in Q3 2026.
Pultegroup made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #400 holding.
West Paces Advisors first reported a position in Pultegroup in Q4 2016 and has held it in 30 quarters since.
West Paces Advisors's Pultegroup position peaked at $11.4K in Q2 2026.
468 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.