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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
Q3 		$781K Buy
6,733
+434
+7% +$54.5K 0.05% 214
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Everhart Financial Group's PHM Position: Q3 2026 in Review

Everhart Financial Group increased its Pultegroup (PHM) stake by 6.9% in Q3 2026, buying an estimated $54.5K and bringing the position to 6,733 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #214.

Everhart Financial Group first reported a position in PHM in Q2 2023 and has held it in 14 quarters since. The position peaked at $864K in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Everhart Financial Group held 6,733 shares of Pultegroup worth $781K as of Q3 2026.
  • Everhart Financial Group bought 434 Pultegroup shares in Q3 2026, an estimated $54.5K.
  • Pultegroup made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #214 holding.
  • Everhart Financial Group first reported a position in Pultegroup in Q2 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's Pultegroup position peaked at $864K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.