Evolution Wealth Advisors’s Pultegroup PHM Stock Holding History

Evolution 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	$214K	Buy	+1,563	New	+$190K	0.03%	170
2025 Q4	–	Sell	-1,563	Closed	-$207K	–	172
2025 Q3	$207K	Buy	+1,563	New	+$194K	0.03%	158
2024 Q4	–	Sell	-2,743	Closed	-$394K	–	150
2024 Q3	$394K	Hold	2,743	–	–	0.07%	95
2024 Q2	$302K	Hold	2,743	–	–	0.06%	101
2024 Q1	$331K	Hold	2,743	–	–	0.06%	95
2023 Q4	$283K	Sell	2,743 -1,965	-42%	-$167K	0.06%	100
2023 Q3	$349K	Hold	4,708	–	–	0.08%	89
2023 Q2	$366K	Hold	4,708	–	–	0.08%	83
2023 Q1	$274K	Buy	4,708 +208	+5%	+$11.2K	0.07%	99
2022 Q4	$205K	Buy	+4,500	New	+$190K	0.05%	116
2022 Q1	–	Sell	-4,708	Closed	-$269	–	142
2021 Q4	$269	Hold	4,708	–	–	0.04%	103
2021 Q3	$216K	Hold	4,708	–	–	0.05%	104
2021 Q2	$257K	Hold	4,708	–	–	0.05%	97
2021 Q1	$247K	Hold	4,708	–	–	0.06%	93
2020 Q4	$203K	Hold	4,708	–	–	0.05%	101
2020 Q3	$218K	Hold	4,708	–	–	0.06%	93
2020 Q2	$160K	Buy	4,708 +208	+5%	+$6.25K	0.05%	90
2020 Q1	$101K	Hold	4,500	–	–	0.04%	88
2019 Q4	$175K	Hold	4,500	–	–	0.04%	84
2019 Q3	$164K	Hold	4,500	–	–	0.08%	34
2019 Q2	$143K	Hold	4,500	–	–	0.06%	53
2019 Q1	$126K	Hold	4,500	–	–	0.06%	55
2018 Q4	$117K	Buy	+4,500	New	+$111K	0.05%	73

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Evolution Wealth Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,563 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in PHM as recently as Q3 2025.

Evolution Wealth Advisors first reported a position in PHM in Q4 2018 and has held it in 23 quarters since. The position peaked at $394K in Q3 2024. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Evolution Wealth Advisors held 1,563 shares of Pultegroup worth $214K as of Q2 2026.
Pultegroup was a new Evolution Wealth Advisors position in Q2 2026.
Pultegroup made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Evolution Wealth Advisors first reported a position in Pultegroup in Q4 2018 and has held it in 23 quarters since.
Evolution Wealth Advisors's Pultegroup position peaked at $394K in Q3 2024.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.