Position in PHM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$20,392,972
+$1,922,088 QoQ
Shares Held
148,626
-5.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#119
of 1,035 holders
Holding Since
Dec 2022
15 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, 2026Moran Wealth Management, LLC holds $36,620,598 across 3 Residential Construction names. PHM ranks #1 (55.7% of the industry book) .
All Filings in PHM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,392,972 | 148,626 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,470,884 | 157,052 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $20,027,186 | 170,793 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $23,306,542 | 176,391 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,124,010 | 181,339 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $19,596,455 | 190,627 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $27,026,802 | 248,180 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,612,493 | 255,086 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,770,561 | 261,313 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,652,133 | 146,345 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,922,107 | 134,878 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,477,778 | 141,496 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,037,162 | 142,085 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,492,678 | 145,722 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,091,367 | 133,788 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||