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Evolve Private Wealth’s Pultegroup PHM Stock Holding History

Evolve Private Wealth’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 		$3.13M Buy
22,774
+407
+2% +$49.4K 0.19% 102
2026
Q1 		$2.63M Sell
22,367
-537
-2% -$68.8K 0.14% 140
2025
Q4 		$2.69M Buy
+22,904
New +$2.81M 0.16% 115

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

Evolve Private Wealth's PHM Position: Q2 2026 in Review

Evolve Private Wealth increased its Pultegroup (PHM) stake by 1.8% in Q2 2026, buying an estimated $49.4K and bringing the position to 22,774 shares worth $3.13M. The position accounts for 0.19% of the portfolio, ranked #102.

Evolve Private Wealth first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,040 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Evolve Private Wealth held 22,774 shares of Pultegroup worth $3.13M as of Q2 2026.
  • Evolve Private Wealth bought 407 Pultegroup shares in Q2 2026, an estimated $49.4K.
  • Pultegroup made up 0.19% of Evolve Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Evolve Private Wealth first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.