Essential Partners
PHM icon

Essential Partners’s Pultegroup PHM Stock Holding History

Essential Partners’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
Q3 		$120K Hold
1,037
– – 0.05% 380
2026
Q2 		$142K Buy
1,037
+66
+7% +$8.02K 0.07% 325
2026
Q1 		$114K Buy
971
+18
+2% +$2.3K 0.04% 391
2025
Q4 		$112K Buy
953
+50
+6% +$6.13K 0.03% 420
2025
Q3 		$119K Buy
903
+895
+11,188% +$111K 0.04% 406
2025
Q2 		$844 Buy
+8
New +$806 ﹤0.01% 1555

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Essential Partners's PHM Position: Q3 2026 in Review

Essential Partners held its Pultegroup (PHM) position steady in Q3 2026 at 1,037 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #380.

Essential Partners first reported a position in PHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $142K in Q2 2026. 192 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Essential Partners held 1,037 shares of Pultegroup worth $120K as of Q3 2026.
  • Essential Partners left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.05% of Essential Partners's portfolio in Q3 2026, its #380 holding.
  • Essential Partners first reported a position in Pultegroup in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Pultegroup position peaked at $142K in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.