SEC 13F Intelligence

Moran Wealth Management, LLC / PHM

Moran Wealth Management, LLC’s Pulte Group Inc Position

Does Moran Wealth Management, LLC own Pulte Group Inc (PHM)? Yes157.1K shares worth $18M (+0.57% of its 13F portfolio) as of Q1 2026, down from 170.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
157.1K
% of Portfolio
+0.57%
Quarters Held
14
currently held

Position History PHM

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $11MQ2 ’23Q3 ’23: $10MQ4 ’23: $14MQ4 ’23Q1 ’24: $18MQ2 ’24: $29MQ2 ’24Q3 ’24: $37MQ4 ’24: $27MQ4 ’24Q1 ’25: $20MQ2 ’25: $19MQ2 ’25Q3 ’25: $23MQ4 ’25: $20MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026157.1K$18M+0.57%
Q4 2025170.8K$20M+0.61%
Q3 2025176.4K$23M+0.70%
Q2 2025181.3K$19M+0.59%
Q1 2025190.6K$20M+0.66%
Q4 2024248.2K$27M+0.86%
Q3 2024255.1K$37M+1.13%
Q2 2024261.3K$29M+0.95%
Q1 2024146.3K$18M+0.57%
Q4 2023134.9K$14M+0.50%
Q3 2023141.5K$10M+0.41%
Q2 2023142.1K$11M+0.41%
Q1 2023145.7K$8M+0.32%
Q4 2022133.8K$6M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moran Wealth Management, LLC’s full portfolio or all institutional holders of PHM.