普爾特集團公司
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership3,579 shares
Latest Disclosed Value $ 420,926
One Wealth Advisors, LLC reports 20.98% decrease in ownership of PHM / PulteGroup, Inc.

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,579 shares of PulteGroup, Inc. (MX:PHM) valued at $420,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,529 shares of PulteGroup, Inc.. This represents a change in shares of -20.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F PULTE GROUP COM 745867101 3,579 -950 -20.98 421 -20.90 0.0524
2026-02-02 2025-12-31 13F PULTE GROUP COM 745867101 4,529 -82 -1.78 531 -12.81 0.0649
2025-11-03 2025-09-30 13F PULTE GROUP COM 745867101 4,611 -89 -1.89 609 23.03 0.0765
2025-07-17 2025-06-30 13F PULTE GROUP COM 745867101 4,700 1,281 37.47 496 40.63 0.0689
2025-05-06 2025-03-31 13F PULTE GROUP COM 745867101 3,419 3 0.09 352 -5.38 0.0526
2025-01-24 2024-12-31 13F PULTE GROUP COM 745867101 3,416 -93 -2.65 372 -26.19 0.0552
2024-10-16 2024-09-30 13F PULTE GROUP COM 745867101 3,509 -107 -2.96 504 13.51 0.0774
2024-08-13 2024-06-30 13F PULTE GROUP COM 745867101 3,616 -2 -0.06 445 1.60 0.0953
2024-04-15 2024-03-31 13F PULTE GROUP COM 745867101 3,618 -26 -0.71 437 16.22 0.0761
2024-02-13 2023-12-31 13F PULTE GROUP COM 745867101 3,644 830 29.50 377 80.77 0.0726
2023-11-01 2023-09-30 13F PULTE GROUP COM 745867101 2,814 163 6.15 208 1.46 0.0463
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 2,651 -2,968 -52.82 206 -37.31 0.0434
2023-05-15 2023-03-31 13F PULTE GROUP COM 745867101 5,619 -78 -1.37 327 26.25 0.0756
2023-02-14 2022-12-31 13F PulteGroup Common Stock 745867101 5,697 -3,163 -35.70 259 -21.99 0.0592
2022-11-14 2022-09-30 13F PulteGroup Common Stock 745867101 8,860 178 2.05 332 -3.49 0.1086
2022-08-15 2022-06-30 13F PulteGroup Common Stock 745867101 8,682 1,822 26.56 344 19.86 0.0921
2022-05-16 2022-03-31 13F PulteGroup Common Stock 745867101 6,860 2,696 64.75 287 20.59 0.0703
2022-02-14 2021-12-31 13F PulteGroup Common Stock 745867101 4,164 4,164 238 0.0604
2020-05-15 2020-03-31 13F PulteGroup Common Stock 745867101 0 -7,870 -100.00 0 -100.00
2020-02-13 2019-12-31 13F PulteGroup Common Stock 745867101 7,870 1,481 23.18 305 30.34 0.2253
2019-11-14 2019-09-30 13F PulteGroup Common Stock 745867101 6,389 -508 -7.37 234 7.34 0.2045
2019-08-14 2019-06-30 13F PulteGroup Common Stock 745867101 6,897 327 4.98 218 18.48 0.1804
2019-05-15 2019-03-31 13F PulteGroup Common Stock 745867101 6,570 -2,343 -26.29 184 -20.69 0.1502
2019-02-15 2018-12-31 13F PulteGroup Common Stock 745867101 8,913 -6,256 -41.24 232 -38.46 0.2311
2018-11-14 2018-09-30 13F PulteGroup Common Stock 745867101 15,169 -267 -1.73 377 -15.09 0.2885
2018-08-14 2018-06-30 13F PulteGroup Common Stock 745867101 15,436 3,301 27.20 444 23.68 0.3546
2018-05-15 2018-03-31 13F PulteGroup Inc Total Common Stock 745867101 12,135 4,062 50.32 359 33.96 0.3167
2018-02-14 2017-12-31 13F PulteGroup Common Stock 745867101 8,073 8,073 268 0.2178
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.