Winnow Wealth’s Pultegroup PHM Stock Holding History

Winnow 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	$756K	Sell	6,513 -640	-9%	-$80.4K	0.5%	74
2026 Q2	$981K	Sell	7,153 -214	-3%	-$26K	0.67%	41
2026 Q1	$866K	Sell	7,367 -437	-6%	-$56K	0.67%	49
2025 Q4	$921K	Sell	7,804 -42	-0.5%	-$5.15K	0.68%	57
2025 Q3	$1.04M	Buy	+7,846	New	+$974K	0.82%	40
2025 Q2	–	Sell	-405	Closed	-$41.5K	–	538
2025 Q1	$41.5K	Sell	405 -5	-1%	-$540	0.04%	166
2024 Q4	$44K	Buy	+410	New	+$53.2K	0.04%	146

Other funds holding PHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Winnow Wealth's PHM Position: Q3 2026 in Review

Winnow Wealth reduced its Pultegroup (PHM) stake by 8.9% in Q3 2026, selling an estimated $80.4K and leaving 6,513 shares worth $756K. The position accounts for 0.5% of the portfolio, ranked #74.

Winnow Wealth first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2025. 192 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Winnow Wealth held 6,513 shares of Pultegroup worth $756K as of Q3 2026.
Winnow Wealth sold 640 Pultegroup shares in Q3 2026, an estimated $80.4K.
Pultegroup made up 0.5% of Winnow Wealth's portfolio in Q3 2026, its #74 holding.
Winnow Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's Pultegroup position peaked at $1.04M in Q3 2025.
192 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.