EI
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Ellevest Inc’s Pultegroup PHM Stock Holding History

Ellevest Inc’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 		$770K Buy
5,644
+260
+5% +$31.6K 0.09% 163
2026
Q1 		$633K Buy
5,384
+819
+18% +$105K 0.09% 167
2025
Q4 		$535K Sell
4,565
-9
-0.2% -$1.1K 0.07% 206
2025
Q3 		$604K Sell
4,574
-295
-6% -$36.6K 0.09% 176
2025
Q2 		$513K Buy
4,869
+1,028
+27% +$104K 0.08% 190
2025
Q1 		$395K Sell
3,841
-116
-3% -$12.5K 0.03% 238
2024
Q4 		$431K Sell
3,957
-273
-6% -$35.4K 0.02% 230
2024
Q3 		$607K Buy
4,230
+110
+3% +$14K 0.03% 175
2024
Q2 		$454K Buy
4,120
+479
+13% +$54.4K 0.03% 226
2024
Q1 		$439K Buy
3,641
+386
+12% +$41.4K 0.03% 236
2023
Q4 		$336K Buy
3,255
+14
+0.4% +$1.19K 0.02% 275
2023
Q3 		$240K Buy
3,241
+112
+4% +$8.93K 0.02% 302
2023
Q2 		$243K Buy
3,129
+39
+1% +$2.64K 0.02% 305
2023
Q1 		$180K Sell
3,090
-34
-1% -$1.84K 0.01% 335
2022
Q4 		$142K Sell
3,124
-362
-10% -$15.3K 0.01% 363
2022
Q3 		$131K Sell
3,486
-868
-20% -$36.5K 0.01% 358
2022
Q2 		$173K Sell
4,354
-1,400
-24% -$59K 0.02% 307
2022
Q1 		$241K Buy
5,754
+1,080
+23% +$53.6K 0.02% 289
2021
Q4 		$267K Buy
4,674
+1,004
+27% +$51.5K 0.02% 240
2021
Q3 		$169K Buy
3,670
+234
+7% +$12.2K 0.02% 302
2021
Q2 		$188K Buy
3,436
+42
+1% +$2.35K 0.02% 274
2021
Q1 		$178K Buy
3,394
+2
+0.1% +$93 0.02% 243
2020
Q4 		$146K Sell
3,392
-2,452
-42% -$109K 0.02% 238
2020
Q3 		$271K Buy
5,844
+16
+0.3% +$685 0.05% 102
2020
Q2 		$198K Buy
5,828
+84
+1% +$2.52K 0.04% 115
2020
Q1 		$128K Buy
5,744
+5,695
+11,622% +$220K 0.04% 118
2019
Q4 		$2K Hold
49
– – ﹤0.01% 690
2019
Q3 		$2K Buy
+49
New +$1.63K ﹤0.01% 346

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ellevest Inc's PHM Position: Q2 2026 in Review

Ellevest Inc increased its Pultegroup (PHM) stake by 4.8% in Q2 2026, buying an estimated $31.6K and bringing the position to 5,644 shares worth $770K. The position accounts for 0.09% of the portfolio, ranked #163.

Ellevest Inc first reported a position in PHM in Q3 2019 and has held it in 28 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ellevest Inc held 5,644 shares of Pultegroup worth $770K as of Q2 2026.
  • Ellevest Inc bought 260 Pultegroup shares in Q2 2026, an estimated $31.6K.
  • Pultegroup made up 0.09% of Ellevest Inc's portfolio in Q2 2026, its #163 holding.
  • Ellevest Inc first reported a position in Pultegroup in Q3 2019 and has held it in 28 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.