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Everett Harris & Co’s Pultegroup PHM Stock Holding History

Everett Harris & Co’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 		$274K Sell
2,000
-500
-20% -$60.7K ﹤0.01% 262
2026
Q1 		$294K Sell
2,500
-27
-1% -$3.46K ﹤0.01% 280
2025
Q4 		$296K Hold
2,527
– – ﹤0.01% 283
2025
Q3 		$334K Sell
2,527
-500
-17% -$62.1K ﹤0.01% 261
2025
Q2 		$319K Hold
3,027
– – ﹤0.01% 262
2025
Q1 		$311K Hold
3,027
– – ﹤0.01% 261
2024
Q4 		$330K Buy
+3,027
New +$393K ﹤0.01% 236

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

Everett Harris & Co's PHM Position: Q2 2026 in Review

Everett Harris & Co reduced its Pultegroup (PHM) stake by 20% in Q2 2026, selling an estimated $60.7K and leaving 2,000 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Everett Harris & Co first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Everett Harris & Co held 2,000 shares of Pultegroup worth $274K as of Q2 2026.
  • Everett Harris & Co sold 500 Pultegroup shares in Q2 2026, an estimated $60.7K.
  • Pultegroup made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #262 holding.
  • Everett Harris & Co first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • Everett Harris & Co's Pultegroup position peaked at $334K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.