Position in PHM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$511,793
-$185,987 QoQ
Shares Held
3,730
-37.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#580
of 1,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $2,797,275 across 5 Residential Construction names. PHM ranks #2 (18.3% of the industry book) .
All Filings in PHM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,793 | 3,730 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $697,780 | 5,933 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $977,362 | 8,335 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,218,238 | 9,220 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $980,145 | 9,294 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,006,823 | 9,794 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||