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Evergreen Capital Management’s Pultegroup PHM Stock Holding History

Evergreen Capital 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
Q2 		$735K Buy
5,348
+1,050
+24% +$128K 0.01% 689
2026
Q1 		$506K Buy
4,298
+983
+30% +$126K 0.01% 777
2025
Q4 		$389K Buy
3,315
+189
+6% +$23.2K 0.01% 889
2025
Q3 		$414K Buy
3,126
+251
+9% +$31.2K 0.01% 748
2025
Q2 		$304K Buy
2,875
+78
+3% +$7.86K 0.01% 795
2025
Q1 		$288K Buy
+2,797
New +$302K 0.01% 770
2024
Q4 		– Sell
-1,705
Closed -$245K – 1106
2024
Q3 		$245K Buy
+1,705
New +$217K 0.01% 823

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

Evergreen Capital Management's PHM Position: Q2 2026 in Review

Evergreen Capital Management increased its Pultegroup (PHM) stake by 24% in Q2 2026, buying an estimated $128K and bringing the position to 5,348 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #689.

Evergreen Capital Management first reported a position in PHM in Q3 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Evergreen Capital Management held 5,348 shares of Pultegroup worth $735K as of Q2 2026.
  • Evergreen Capital Management bought 1,050 Pultegroup shares in Q2 2026, an estimated $128K.
  • Pultegroup made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #689 holding.
  • Evergreen Capital Management first reported a position in Pultegroup in Q3 2024 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.