EFG
PHM icon

Everhart Financial Group’s Pultegroup PHM Stock Holding History

Everhart Financial Group’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 		$864K Sell
6,299
-709
-10% -$86.1K 0.06% 199
2026
Q1 		$824K Sell
7,008
-89
-1% -$11.4K 0.07% 210
2025
Q4 		$832K Buy
7,097
+635
+10% +$77.9K 0.08% 185
2025
Q3 		$854K Buy
6,462
+1,028
+19% +$128K 0.09% 168
2025
Q2 		$573K Buy
5,434
+10
+0.2% +$1.01K 0.07% 213
2025
Q1 		$558K Sell
5,424
-17
-0.3% -$1.84K 0.08% 185
2024
Q4 		$593K Sell
5,441
-360
-6% -$46.7K 0.12% 166
2024
Q3 		$833K Buy
5,801
+838
+17% +$107K 0.18% 123
2024
Q2 		$546K Buy
4,963
+786
+19% +$89.2K 0.14% 150
2024
Q1 		$504K Buy
4,177
+612
+17% +$65.7K 0.15% 146
2023
Q4 		$368K Buy
3,565
+467
+15% +$39.7K 0.13% 147
2023
Q3 		$229K Buy
3,098
+340
+12% +$27.1K 0.1% 186
2023
Q2 		$214K Buy
+2,758
New +$187K 0.09% 203

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

Everhart Financial Group's PHM Position: Q2 2026 in Review

Everhart Financial Group reduced its Pultegroup (PHM) stake by 10% in Q2 2026, selling an estimated $86.1K and leaving 6,299 shares worth $864K. The position accounts for 0.06% of the portfolio, ranked #199.

Everhart Financial Group first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Everhart Financial Group held 6,299 shares of Pultegroup worth $864K as of Q2 2026.
  • Everhart Financial Group sold 709 Pultegroup shares in Q2 2026, an estimated $86.1K.
  • Pultegroup made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #199 holding.
  • Everhart Financial Group first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.