NewEdge Wealth, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1861796 STAMFORD, CT

Position in PHM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$255,759

+$34,417 QoQ

Shares Held

1,864

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#727

of 1,035 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

NewEdge Wealth, LLC holds $6,483,836 across 6 Residential Construction names. PHM ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	12,744	$2,929,080
2	MHO	M/I Homes, Inc.	12,291	$1,976,269
3	DHI	Horton D R Inc /De/	3,440	$560,307
4	LEN	Lennar Corp /New/	5,489	$496,699
5	NVR	Nvr Inc	39	$265,722
6	PHM	Pultegroup Inc/Mi/ This page	1,864	$255,759

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,759	1,864	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$221,342	1,882	-56.1%	Shares	Sole	2026-05-13
2025-12-31	$502,693	4,287	+153.7%	Shares	Sole	2026-02-03
2025-09-30	$223,299	1,690	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.