Back to PHM
MONTAG A & ASSOCIATES INC → PHM
MONTAG A & ASSOCIATES INC PHM Position History
PulteGroup, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $4.7M |
| Q1 2026 | $5.1M |
| Q2 2026 | $5.8M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 40.2K | — | — |
| Q2 2026 | $5.8M | 42.3K | — | — |
| Q1 2026 | $5.1M | 43.0K | — | — |
| Q4 2025 | $4.7M | 40.1K | — | — |
| Q3 2025 | $4.5M | 34.1K | — | — |
Other funds holding PHM
$2.8B
$2.4B
$2.4B
$2.3B
$1.5B
$1.3B
$1.3B