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Whalen Wealth Management’s Pultegroup PHM Stock Holding History

Whalen Wealth Management’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 		– Sell
-3,612
Closed -$496K – 244
2026
Q2 		$496K Sell
3,612
-10,491
-74% -$1.27M 0.22% 114
2026
Q1 		$1.66M Buy
14,103
+10,221
+263% +$1.31M 0.89% 29
2025
Q4 		$455K Buy
3,882
+285
+8% +$35K 0.24% 118
2025
Q3 		$475K Sell
3,597
-6,138
-63% -$762K 0.28% 87
2025
Q2 		$1.03M Buy
+9,735
New +$981K 0.64% 46

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

Whalen Wealth Management's PHM Position: Q3 2026 in Review

Whalen Wealth Management sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 3,612 shares — an estimated $496K sold.

Whalen Wealth Management first reported a position in PHM in Q2 2025 and held it in 5 quarters. The position peaked at $1.66M in Q1 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Whalen Wealth Management reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,612 Pultegroup shares in Q3 2026, an estimated $496K.
  • Whalen Wealth Management first reported a position in Pultegroup in Q2 2025 and held it in 5 quarters.
  • Whalen Wealth Management's Pultegroup position peaked at $1.66M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.