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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
Q2 		$142K Buy
1,037
+66
+7% +$8.02K 0.07% 325
2026
Q1 		$114K Buy
971
+18
+2% +$2.31K 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

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

Essential Partners's PHM Position: Q2 2026 in Review

Essential Partners increased its Pultegroup (PHM) stake by 6.8% in Q2 2026, buying an estimated $8.02K and bringing the position to 1,037 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #325.

Essential Partners first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Essential Partners held 1,037 shares of Pultegroup worth $142K as of Q2 2026.
  • Essential Partners bought 66 Pultegroup shares in Q2 2026, an estimated $8.02K.
  • Pultegroup made up 0.07% of Essential Partners's portfolio in Q2 2026, its #325 holding.
  • Essential Partners first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.