Back to PHM
Moran Wealth Management, LLC → PHM
Moran Wealth Management, LLC PHM Position History
PulteGroup, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$17.8M
Q3 2026
Peak value
$20.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9K |
| Q4 2025 | $20M |
| Q1 2026 | $34K |
| Q1 2026 | $18.4M |
| Q2 2026 | $20.3M |
| Q2 2026 | $98K |
| Q3 2026 | $213K |
| Q3 2026 | $17.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.8M | 153.1K | — | — |
| Q3 2026 | $213K | 1.8K | — | — |
| Q2 2026 | $98K | 717 | — | — |
| Q2 2026 | $20.3M | 147.9K | — | — |
| Q1 2026 | $18.4M | 156.8K | — | — |
| Q1 2026 | $34K | 285 | — | — |
| Q4 2025 | $20M | 170.7K | — | — |
| Q4 2025 | $9K | 76 | — | — |
Other funds holding PHM
$2.8B
$2.4B
$2.4B
$2.3B
$1.5B
$1.3B
$1.3B