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Evelyn Partners Investment Management’s Pultegroup PHM Stock Holding History

Evelyn Partners Investment Management’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 		$18.1K Hold
154
– – ﹤0.01% 340
2025
Q4 		$18.1K Hold
154
– – ﹤0.01% 340
2025
Q3 		$20.3K Hold
154
– – ﹤0.01% 327
2025
Q2 		$16.2K Hold
154
– – ﹤0.01% 339
2025
Q1 		$15.8K Hold
154
– – ﹤0.01% 343
2024
Q4 		$16.8K Buy
+154
New +$20K ﹤0.01% 334

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Pultegroup (PHM) position steady in Q1 2026 at 154 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Evelyn Partners Investment Management first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Evelyn Partners Investment Management held 154 shares of Pultegroup worth $18.1K as of Q1 2026.
  • Evelyn Partners Investment Management left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #340 holding.
  • Evelyn Partners Investment Management first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Pultegroup position peaked at $20.3K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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