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Evelyn Partners’s Pultegroup PHM Stock Holding History

Evelyn 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 		$21.1K Buy
+154
New +$18.7K ﹤0.01% 436

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T. Rowe Price Associates
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Dimensional Fund Advisors
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Evelyn Partners's PHM Position: Q2 2026 in Review

Evelyn Partners opened a new position in Pultegroup (PHM) in Q2 2026: 154 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

987 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Evelyn Partners held 154 shares of Pultegroup worth $21.1K as of Q2 2026.
  • Pultegroup was a new Evelyn Partners position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #436 holding.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.