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Creative Planning PHM Position History
PulteGroup, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$13.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $94K |
| Q4 2025 | $4.4M |
| Q1 2026 | $8.6M |
| Q2 2026 | $160K |
| Q2 2026 | $12.4M |
| Q3 2026 | $163K |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 118.3K | — | — |
| Q3 2026 | $163K | 1.4K | — | — |
| Q2 2026 | $12.4M | 90.7K | — | — |
| Q2 2026 | $160K | 1.2K | — | — |
| Q1 2026 | $8.6M | 72.9K | — | — |
| Q4 2025 | $4.4M | 37.1K | — | — |
| Q3 2025 | $94K | 710 | — | — |
| Q3 2025 | $4.1M | 31.1K | — | — |
Other funds holding PHM
$2.8B
$2.4B
$2.4B
$2.3B
$1.5B
$1.3B
$1.3B