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EP Wealth Advisors’s Pultegroup PHM Stock Holding History

EP Wealth Advisors’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 		$600K Buy
4,376
+345
+9% +$41.9K ﹤0.01% 952
2026
Q1 		$474K Sell
4,031
-473
-11% -$60.6K ﹤0.01% 919
2025
Q4 		$528K Buy
+4,504
New +$552K ﹤0.01% 857
2025
Q2 		$378K Buy
3,586
+1,027
+40% +$103K ﹤0.01% 905
2025
Q1 		$263K Sell
2,559
-30
-1% -$3.24K ﹤0.01% 985
2024
Q4 		$282K Sell
2,589
-240
-8% -$31.2K ﹤0.01% 895
2024
Q3 		$406K Buy
2,829
+377
+15% +$47.9K ﹤0.01% 752
2024
Q2 		$270K Buy
2,452
+415
+20% +$47.1K ﹤0.01% 681
2024
Q1 		$246K Buy
+2,037
New +$219K ﹤0.01% 681

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

EP Wealth Advisors's PHM Position: Q2 2026 in Review

EP Wealth Advisors increased its Pultegroup (PHM) stake by 8.6% in Q2 2026, buying an estimated $41.9K and bringing the position to 4,376 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

EP Wealth Advisors first reported a position in PHM in Q1 2024 and has held it in 9 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • EP Wealth Advisors held 4,376 shares of Pultegroup worth $600K as of Q2 2026.
  • EP Wealth Advisors bought 345 Pultegroup shares in Q2 2026, an estimated $41.9K.
  • Pultegroup made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #952 holding.
  • EP Wealth Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 9 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.