EWM
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Evermay Wealth Management’s Pultegroup PHM Stock Holding History

Evermay Wealth 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
2025
Q2 		– Sell
-450
Closed -$46.3K – 595
2025
Q1 		$46.3K Hold
450
– – 0.01% 327
2024
Q4 		$49K Hold
450
– – 0.01% 323
2024
Q3 		$64.6K Sell
450
-5
-1% -$636 0.01% 314
2024
Q2 		$50.1K Hold
455
– – 0.01% 345
2024
Q1 		$54.9K Sell
455
-3
-0.7% -$322 0.01% 345
2023
Q4 		$47.3K Buy
458
+453
+9,060% +$38.5K 0.01% 331
2023
Q3 		$372 Hold
5
– – ﹤0.01% 540
2023
Q2 		$390 Hold
5
– – ﹤0.01% 531
2023
Q1 		$293 Hold
5
– – ﹤0.01% 516
2022
Q4 		$228 Buy
+5
New +$211 ﹤0.01% 540

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evermay Wealth Management's PHM Position: Q2 2025 in Review

Evermay Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 450 shares — an estimated $46.3K sold.

Evermay Wealth Management first reported a position in PHM in Q4 2022 and held it in 10 quarters. The position peaked at $64.6K in Q3 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Evermay Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 450 Pultegroup shares in Q2 2025, an estimated $46.3K.
  • Evermay Wealth Management first reported a position in Pultegroup in Q4 2022 and held it in 10 quarters.
  • Evermay Wealth Management's Pultegroup position peaked at $64.6K in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.