MassMutual Private Wealth & Trust, FSB PHM — PULTE HOMES INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  45 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported PULTE HOMES INC (PHM) in 45 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows PHM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in PULTE HOMES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PHM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHM stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 459 +28 +6.5% 0.00% $63K 2026-07-02 $133.67
2026 Q1 REDUCED 66.5% +17.5% ❌ 431 -854 -66.5% 0.00% $51K 2026-04-13 $121.49
2025 Q4 ADDED — — — 1,285 +10 +0.8% 0.00% $151K 2026-01-07 $116.79
2025 Q3 ADDED — — — 1,275 +3 +0.2% 0.00% $168K 2025-10-22 $119.45
2025 Q2 REDUCED 23.9% +26.4% ❌ 1,272 -400 -23.9% 0.00% $134K 2025-07-09 $112.87
2025 Q1 REDUCED 9.4% +2.8% ❌ 1,672 -174 -9.4% 0.00% $172K 2025-04-01 $102.01
2024 Q4 ADDED — — — 1,846 +62 +3.5% 0.01% $201K 2025-01-16 $115.51
2024 Q3 ADDED — — — 1,784 +403 +29.2% 0.01% $256K 2024-10-02 $141.29
2024 Q2 ADDED — — — 1,381 +124 +9.9% 0.00% $152K 2024-07-02 $102.91
2024 Q1 REDUCED — — — 1,257 -25 -2.0% 0.00% $152K 2024-04-09 $113.41
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHM

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.05% Sarver Vrooman Wealth Advisors 0.03% CX Institutional 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.01% KERR FINANCIAL PLANNING Corp 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% Kozak & Associates, Inc. 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and PHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PHM?

MassMutual Private Wealth & Trust, FSB reported PHM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PHM position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PHM was 0.01% in 2024 Q3.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 459 shares, equal to 0.00% of portfolio, with an estimated market value of $63K.

What does the chart on this PHM ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, MassMutual Private Wealth & Trust, FSB correctly timed 14 out of 33 reported position changes (42%). The annualised alpha on PHM relative to SPY over the holding period was +4.4%.

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