Evelyn Partners Investment Management Services’s Pultegroup PHM Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$36.8K	Buy	+313	New	+$40.1K	﹤0.01%	191

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evelyn Partners Investment Management Services's PHM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Pultegroup (PHM) in Q1 2026: 313 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings.

1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Evelyn Partners Investment Management Services held 313 shares of Pultegroup worth $36.8K as of Q1 2026.
Pultegroup was a new Evelyn Partners Investment Management Services position in Q1 2026.
Pultegroup made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #191 holding.
1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.