EWA
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EverSource Wealth Advisors’s Pultegroup PHM Stock Holding History

EverSource Wealth Advisors’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 		$153K Sell
1,116
-659
-37% -$80K 0.01% 1161
2026
Q1 		$209K Buy
1,775
+530
+43% +$67.9K 0.01% 1028
2025
Q4 		$146K Buy
1,245
+38
+3% +$4.66K 0.01% 1113
2025
Q3 		$160K Sell
1,207
-5
-0.4% -$621 0.01% 1024
2025
Q2 		$128K Buy
1,212
+804
+197% +$81K 0.01% 1067
2025
Q1 		$41.9K Buy
408
+116
+40% +$12.5K ﹤0.01% 1318
2024
Q4 		$31.8K Buy
292
+47
+19% +$6.1K ﹤0.01% 1388
2024
Q3 		$35.2K Buy
245
+43
+21% +$5.47K ﹤0.01% 1220
2024
Q2 		$26.7K Buy
202
+58
+40% +$6.59K ﹤0.01% 1366
2024
Q1 		$16K Sell
144
-164
-53% -$17.6K ﹤0.01% 1467
2023
Q4 		$31.8K Buy
308
+16
+5% +$1.36K ﹤0.01% 1066
2023
Q3 		$21.6K Hold
292
– – ﹤0.01% 1094
2023
Q2 		$22.7K Sell
292
-13
-4% -$881 ﹤0.01% 1111
2023
Q1 		$17.8K Buy
305
+15
+5% +$810 ﹤0.01% 1121
2022
Q4 		$13.2K Buy
290
+224
+339% +$9.44K ﹤0.01% 1225
2022
Q3 		$2K Sell
66
-15
-19% -$631 ﹤0.01% 1709
2022
Q2 		$3K Sell
81
-21
-21% -$884 ﹤0.01% 1419
2022
Q1 		$4K Buy
102
+43
+73% +$2.13K ﹤0.01% 1355
2021
Q4 		$3K Buy
+59
New +$3.02K ﹤0.01% 1447

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

EverSource Wealth Advisors's PHM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pultegroup (PHM) stake by 37% in Q2 2026, selling an estimated $80K and leaving 1,116 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1161.

EverSource Wealth Advisors first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • EverSource Wealth Advisors held 1,116 shares of Pultegroup worth $153K as of Q2 2026.
  • EverSource Wealth Advisors sold 659 Pultegroup shares in Q2 2026, an estimated $80K.
  • Pultegroup made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1161 holding.
  • EverSource Wealth Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Pultegroup position peaked at $209K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.