Envestnet Asset Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.3M | Buy |
359,552
+18,524
| +5% | +$2.25M | 0.01% | 871 |
|
|
2026
Q1 | $40.1M | Buy |
341,028
+52,721
| +18% | +$6.75M | 0.01% | 913 |
|
|
2025
Q4 | $33.8M | Sell |
288,307
-82,921
| -22% | -$10.2M | 0.01% | 934 |
|
|
2025
Q3 | $49.1M | Buy |
371,228
+51,506
| +16% | +$6.4M | 0.01% | 784 |
|
|
2025
Q2 | $33.7M | Buy |
319,722
+3,795
| +1% | +$382K | 0.01% | 944 |
|
|
2025
Q1 | $32.5M | Buy |
315,927
+2,930
| +0.9% | +$316K | 0.01% | 909 |
|
|
2024
Q4 | $34.1M | Sell |
312,997
-47,551
| -13% | -$6.17M | 0.01% | 881 |
|
|
2024
Q3 | $51.7M | Sell |
360,548
-56,123
| -13% | -$7.14M | 0.02% | 704 |
|
|
2024
Q2 | $45.9M | Sell |
416,671
-18,962
| -4% | -$2.15M | 0.02% | 703 |
|
|
2024
Q1 | $52.5M | Sell |
435,633
-19,687
| -4% | -$2.11M | 0.02% | 651 |
|
|
2023
Q4 | $47M | Buy |
455,320
+62,576
| +16% | +$5.32M | 0.02% | 637 |
|
|
2023
Q3 | $29.1M | Sell |
392,744
-159,576
| -29% | -$12.7M | 0.01% | 792 |
|
|
2023
Q2 | $42.9M | Sell |
552,320
-4,145,636
| -88% | -$281M | 0.02% | 577 |
|
|
2023
Q1 | $26.8M | Buy |
4,697,956
+4,262,030
| +978% | +$230M | 0.01% | 745 |
|
|
2022
Q4 | $19.8M | Buy |
435,926
+18,979
| +5% | +$800K | 0.01% | 860 |
|
|
2022
Q3 | $15.6M | Buy |
416,947
+61,196
| +17% | +$2.57M | 0.01% | 905 |
|
|
2022
Q2 | $14.1M | Sell |
355,751
-45,838
| -11% | -$1.93M | 0.01% | 976 |
|
|
2022
Q1 | $16.8M | Sell |
401,589
-7,438
| -2% | -$369K | 0.01% | 934 |
|
|
2021
Q4 | $23.4M | Buy |
409,027
+42,050
| +11% | +$2.16M | 0.01% | 775 |
|
|
2021
Q3 | $16.9M | Sell |
366,977
-7,435
| -2% | -$386K | 0.01% | 873 |
|
|
2021
Q2 | $20.4M | Buy |
374,412
+11,570
| +3% | +$647K | 0.01% | 779 |
|
|
2021
Q1 | $19M | Buy |
362,842
+8,275
| +2% | +$386K | 0.01% | 735 |
|
|
2020
Q4 | $15.3M | Sell |
354,567
-89,496
| -20% | -$3.97M | 0.01% | 724 |
|
|
2020
Q3 | $20.6M | Sell |
444,063
-40,391
| -8% | -$1.73M | 0.02% | 547 |
|
|
2020
Q2 | $16.5M | Buy |
484,454
+20,750
| +4% | +$623K | 0.02% | 594 |
|
|
2020
Q1 | $10.3M | Buy |
463,704
+143,702
| +45% | +$5.55M | 0.01% | 669 |
|
|
2019
Q4 | $12.4M | Buy |
320,002
+40,670
| +15% | +$1.58M | 0.01% | 712 |
|
|
2019
Q3 | $10.2M | Buy |
279,332
+17,558
| +7% | +$584K | 0.01% | 730 |
|
|
2019
Q2 | $8.28M | Buy |
261,774
+1,133
| +0.4% | +$35.4K | 0.01% | 810 |
|
|
2019
Q1 | $7.29M | Sell |
260,641
-12,713
| -5% | -$346K | 0.01% | 832 |
|
|
2018
Q4 | $7.1M | Buy |
+273,354
| New | +$6.76M | 0.01% | 743 |
|
|
2018
Q3 | – | Sell |
-59,561
| Closed | -$1.71M | – | 2225 |
|
|
2018
Q2 | $1.71M | Buy |
59,561
+3,626
| +6% | +$109K | ﹤0.01% | 859 |
|
|
2018
Q1 | $1.65M | Sell |
55,935
-162,187
| -74% | -$5.03M | ﹤0.01% | 764 |
|
|
2017
Q4 | $7.25M | Sell |
218,122
-72,451
| -25% | -$2.25M | 0.02% | 475 |
|
|
2017
Q3 | $7.94M | Buy |
290,573
+59,556
| +26% | +$1.51M | 0.02% | 427 |
|
|
2017
Q2 | $5.66M | Buy |
231,017
+9,686
| +4% | +$226K | 0.02% | 526 |
|
|
2017
Q1 | $5.21M | Buy |
221,331
+140,011
| +172% | +$3.02M | 0.02% | 564 |
|
|
2016
Q4 | $1.49M | Sell |
81,320
-24,830
| -23% | -$472K | 0.01% | 1041 |
|
|
2016
Q3 | $2.13M | Sell |
106,150
-94,725
| -47% | -$1.96M | 0.01% | 938 |
|
|
2016
Q2 | $3.92M | Buy |
200,875
+24,373
| +14% | +$452K | 0.02% | 729 |
|
|
2016
Q1 | $3.3M | Buy |
176,502
+76,187
| +76% | +$1.3M | 0.01% | 748 |
|
|
2015
Q4 | $1.79M | Buy |
100,315
+81,122
| +423% | +$1.51M | 0.01% | 1016 |
|
|
2015
Q3 | $362K | Buy |
19,193
+1,008
| +6% | +$20.5K | ﹤0.01% | 1738 |
|
|
2015
Q2 | $366K | Buy |
18,185
+872
| +5% | +$17.7K | ﹤0.01% | 1864 |
|
|
2015
Q1 | $385K | Buy |
17,313
+17,251
| +27,824% | +$376K | ﹤0.01% | 1669 |
|
|
2014
Q4 | $1K | Sell |
62
-1,979
| -97% | -$39.5K | ﹤0.01% | 2414 |
|
|
2014
Q3 | $36K | Buy |
2,041
+68
| +3% | +$1.28K | ﹤0.01% | 1636 |
|
|
2014
Q2 | $40K | Buy |
1,973
+893
| +83% | +$17.1K | ﹤0.01% | 1523 |
|
|
2014
Q1 | $21K | Buy |
+1,080
| New | +$21.3K | ﹤0.01% | 1645 |
|
|
2013
Q3 | – | Sell |
-3,963
| Closed | -$75K | – | 2470 |
|
|
2013
Q2 | $75K | Buy |
+3,963
| New | +$82.4K | ﹤0.01% | 1074 |
|
Other funds holding PHM
GA
Envestnet Asset Management's PHM Position: Q2 2026 in Review
Envestnet Asset Management increased its Pultegroup (PHM) stake by 5.4% in Q2 2026, buying an estimated $2.25M and bringing the position to 359,552 shares worth $49.3M. The position accounts for 0.01% of the portfolio, ranked #871.
Envestnet Asset Management first reported a position in PHM in Q2 2013 and has held it in 50 quarters since. The position peaked at $52.5M in Q1 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Envestnet Asset Management held 359,552 shares of Pultegroup worth $49.3M as of Q2 2026.
- Envestnet Asset Management bought 18,524 Pultegroup shares in Q2 2026, an estimated $2.25M.
- Pultegroup made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #871 holding.
- Envestnet Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 50 quarters since.
- Envestnet Asset Management's Pultegroup position peaked at $52.5M in Q1 2024.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.