Envestnet Portfolio Solutions
PHM icon

Envestnet Portfolio Solutions’s Pultegroup PHM Stock Holding History

Envestnet Portfolio Solutions’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 		$1.2M Buy
8,732
+754
+9% +$91.6K 0.01% 639
2026
Q1 		$938K Sell
7,978
-3,840
-32% -$492K 0.01% 654
2025
Q4 		$1.39M Buy
11,818
+199
+2% +$24.4K ﹤0.01% 652
2025
Q3 		$1.54M Sell
11,619
-16
-0.1% -$1.99K 0.01% 599
2025
Q2 		$1.23M Buy
11,635
+103
+0.9% +$10.4K ﹤0.01% 722
2025
Q1 		$1.19M Sell
11,532
-3,749
-25% -$405K ﹤0.01% 737
2024
Q4 		$1.66M Sell
15,281
-5,007
-25% -$650K 0.01% 730
2024
Q3 		$2.91M Buy
20,288
+2,500
+14% +$318K 0.01% 545
2024
Q2 		$1.96M Buy
17,788
+1,309
+8% +$149K 0.01% 648
2024
Q1 		$1.99M Buy
16,479
+1,357
+9% +$146K 0.01% 638
2023
Q4 		$1.56M Buy
15,122
+6,999
+86% +$595K 0.01% 661
2023
Q3 		$601K Buy
+8,123
New +$648K ﹤0.01% 909

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

Envestnet Portfolio Solutions's PHM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Pultegroup (PHM) stake by 9.5% in Q2 2026, buying an estimated $91.6K and bringing the position to 8,732 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #639.

Envestnet Portfolio Solutions first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.91M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,732 shares of Pultegroup worth $1.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 754 Pultegroup shares in Q2 2026, an estimated $91.6K.
  • Pultegroup made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #639 holding.
  • Envestnet Portfolio Solutions first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Pultegroup position peaked at $2.91M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.