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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PHM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PHM Position History
PulteGroup, Inc. • Consumer Cyclical
Quarters held
7
Latest value
$5.1M
Q3 2026
Peak value
$14.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.5M |
| Q4 2025 | $6.7M |
| Q1 2026 | $12.5M |
| Q2 2026 | $14.9M |
| Q2 2026 | $7K |
| Q3 2026 | $11K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 154.1K | — | — |
| Q3 2026 | $11K | 100 | — | — |
| Q2 2026 | $7K | 100 | — | — |
| Q2 2026 | $14.9M | 226.3K | — | — |
| Q1 2026 | $12.5M | 208.8K | — | — |
| Q4 2025 | $6.7M | 53.6K | — | — |
| Q3 2025 | $6.5M | 49.8K | — | — |
Other funds holding PHM
$2.8B
$2.4B
$2.4B
$2.3B
$1.5B
$1.3B
$1.3B