EWM
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Empirical Wealth Management’s Pultegroup PHM Stock Holding History

Empirical Wealth Management’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 		$2.11M Sell
15,368
-932
-6% -$113K 0.03% 262
2026
Q1 		$1.92M Buy
16,300
+5,519
+51% +$707K 0.03% 256
2025
Q4 		$1.26M Buy
10,781
+261
+2% +$32K 0.02% 302
2025
Q3 		$1.39M Buy
10,520
+100
+1% +$12.4K 0.03% 282
2025
Q2 		$1.1M Sell
10,420
-4,458
-30% -$449K 0.02% 301
2025
Q1 		$1.53M Sell
14,878
-57,186
-79% -$6.18M 0.04% 246
2024
Q4 		$7.85M Buy
72,064
+3,275
+5% +$425K 0.21% 91
2024
Q3 		$9.87M Buy
68,789
+7,751
+13% +$985K 0.28% 79
2024
Q2 		$6.72M Buy
61,038
+3,142
+5% +$357K 0.2% 94
2024
Q1 		$6.98M Buy
57,896
+8,682
+18% +$932K 0.21% 92
2023
Q4 		$5.08M Buy
49,214
+7,073
+17% +$601K 0.17% 101
2023
Q3 		$3.12M Buy
42,141
+5,022
+14% +$400K 0.12% 121
2023
Q2 		$2.88M Buy
+37,119
New +$2.52M 0.12% 126
2021
Q3 		– Sell
-6,403
Closed -$349K – 475
2021
Q2 		$349K Buy
+6,403
New +$358K 0.02% 347

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Empirical Wealth Management's PHM Position: Q2 2026 in Review

Empirical Wealth Management reduced its Pultegroup (PHM) stake by 5.7% in Q2 2026, selling an estimated $113K and leaving 15,368 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #262.

Empirical Wealth Management first reported a position in PHM in Q2 2021 and has held it in 14 quarters since. The position peaked at $9.87M in Q3 2024. 370 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Empirical Wealth Management held 15,368 shares of Pultegroup worth $2.11M as of Q2 2026.
  • Empirical Wealth Management sold 932 Pultegroup shares in Q2 2026, an estimated $113K.
  • Pultegroup made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Empirical Wealth Management first reported a position in Pultegroup in Q2 2021 and has held it in 14 quarters since.
  • Empirical Wealth Management's Pultegroup position peaked at $9.87M in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.