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Elevation Wealth Partners’s Pultegroup PHM Stock Holding History

Elevation Wealth Partners’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
2026
Q2 		$5.63K Buy
41
+21
+105% +$2.55K ﹤0.01% 984
2026
Q1 		$2.35K Buy
+20
New +$2.56K ﹤0.01% 876
2025
Q4 		– Sell
-44
Closed -$5.81K – 1004
2025
Q3 		$5.81K Buy
+44
New +$5.46K ﹤0.01% 454

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Elevation Wealth Partners's PHM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Pultegroup (PHM) stake by 105% in Q2 2026, buying an estimated $2.55K and bringing the position to 41 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Elevation Wealth Partners first reported a position in PHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.81K in Q3 2025. 336 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Elevation Wealth Partners held 41 shares of Pultegroup worth $5.63K as of Q2 2026.
  • Elevation Wealth Partners bought 21 Pultegroup shares in Q2 2026, an estimated $2.55K.
  • Pultegroup made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #984 holding.
  • Elevation Wealth Partners first reported a position in Pultegroup in Q3 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Pultegroup position peaked at $5.81K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.