Evelyn Partners
PHM icon

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
Q3 		$9.4K Sell
81
-73
-47% -$9.18K ﹤0.01% 578
2026
Q2 		$21.1K Buy
+154
New +$18.7K ﹤0.01% 436

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Evelyn Partners's PHM Position: Q3 2026 in Review

Evelyn Partners reduced its Pultegroup (PHM) stake by 47% in Q3 2026, selling an estimated $9.18K and leaving 81 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Evelyn Partners first reported a position in PHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $21.1K in Q2 2026. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Evelyn Partners held 81 shares of Pultegroup worth $9.4K as of Q3 2026.
  • Evelyn Partners sold 73 Pultegroup shares in Q3 2026, an estimated $9.18K.
  • Pultegroup made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #578 holding.
  • Evelyn Partners first reported a position in Pultegroup in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Pultegroup position peaked at $21.1K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.