EAMA
PHM icon

EFG Asset Management (Americas)’s Pultegroup PHM Stock Holding History

EFG Asset Management (Americas)’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.18M Buy
46,752
+36,407
+352% +$4.52M 1.07% 28
2025
Q2 		$1.09M Sell
10,345
-3,823
-27% -$385K 0.2% 114
2025
Q1 		$1.46M Buy
14,168
+253
+2% +$27.3K 0.29% 99
2024
Q4 		$1.52M Buy
13,915
+263
+2% +$34.1K 0.29% 95
2024
Q3 		$1.96M Sell
13,652
-420
-3% -$53.4K 0.38% 79
2024
Q2 		$1.55M Buy
14,072
+4,984
+55% +$566K 0.3% 89
2024
Q1 		$1.1M Sell
9,088
-19,189
-68% -$2.06M 0.33% 82
2023
Q4 		$2.92M Buy
28,277
+4,752
+20% +$404K 0.63% 53
2023
Q3 		$1.74M Sell
23,525
-508
-2% -$40.5K 0.42% 71
2023
Q2 		$1.87M Sell
24,033
-18,195
-43% -$1.23M 0.43% 73
2023
Q1 		$2.46M Sell
42,228
-109,540
-72% -$5.91M 0.59% 58
2022
Q4 		$6.91M Sell
151,768
-7,676
-5% -$323K 1.71% 19
2022
Q3 		$6M Sell
159,444
-7,778
-5% -$327K 1.52% 21
2022
Q2 		$6.65M Sell
167,222
-421
-0.3% -$17.7K 1.57% 23
2022
Q1 		$7.04M Buy
167,643
+13,917
+9% +$691K 1.31% 28
2021
Q4 		$8.81M Sell
153,726
-28,902
-16% -$1.48M 1.48% 22
2021
Q3 		$8.41M Buy
182,628
+18,534
+11% +$963K 1.5% 23
2021
Q2 		$8.97M Buy
164,094
+16,625
+11% +$929K 1.67% 19
2021
Q1 		$7.75M Buy
+147,469
New +$6.88M 1.59% 21

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFG Asset Management (Americas)'s PHM Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its Pultegroup (PHM) stake by 352% in Q3 2025, buying an estimated $4.52M and bringing the position to 46,752 shares worth $6.18M. The position accounts for 1.07% of the portfolio, ranked #28.

EFG Asset Management (Americas) first reported a position in PHM in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.97M in Q2 2021. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • EFG Asset Management (Americas) held 46,752 shares of Pultegroup worth $6.18M as of Q3 2025.
  • EFG Asset Management (Americas) bought 36,407 Pultegroup shares in Q3 2025, an estimated $4.52M.
  • Pultegroup made up 1.07% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #28 holding.
  • EFG Asset Management (Americas) first reported a position in Pultegroup in Q1 2021 and has held it in 19 quarters since.
  • EFG Asset Management (Americas)'s Pultegroup position peaked at $8.97M in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.