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Evergreen Private Wealth’s Pultegroup PHM Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-35
Closed -$4.63K – 190
2025
Q3 		$4.63K Hold
35
– – ﹤0.01% 180
2025
Q2 		$3.69K Buy
+35
New +$3.53K ﹤0.01% 205
2024
Q1 		– Sell
-5
Closed -$516 – 223
2023
Q4 		$516 Buy
+5
New +$425 ﹤0.01% 214

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's PHM Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 35 shares — an estimated $4.63K sold.

Evergreen Private Wealth first reported a position in PHM in Q4 2023 and held it in 3 quarters. The position peaked at $4.63K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 35 Pultegroup shares in Q4 2025, an estimated $4.63K.
  • Evergreen Private Wealth first reported a position in Pultegroup in Q4 2023 and held it in 3 quarters.
  • Evergreen Private Wealth's Pultegroup position peaked at $4.63K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.