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Encompass More Asset Management’s Pultegroup PHM Stock Holding History

Encompass More Asset 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
2025
Q3 		– Sell
-2,674
Closed -$282K – 263
2025
Q2 		$282K Buy
+2,674
New +$269K 0.07% 165

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Encompass More Asset Management's PHM Position: Q3 2025 in Review

Encompass More Asset Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 2,674 shares — an estimated $282K sold.

Encompass More Asset Management first reported a position in PHM in Q2 2025 and held it in 1 quarter. The position peaked at $282K in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Encompass More Asset Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 2,674 Pultegroup shares in Q3 2025, an estimated $282K.
  • Encompass More Asset Management first reported a position in Pultegroup in Q2 2025 and held it in 1 quarter.
  • Encompass More Asset Management's Pultegroup position peaked at $282K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Encompass More Asset Management's 13F filing for Q3 2025, filed 17 Oct 2025.