MEG
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Millstone Evans Group’s Pultegroup PHM Stock Holding History

Millstone Evans 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
Q2 		$145K Hold
1,058
– – 0.08% 190
2026
Q1 		$124K Hold
1,058
– – 0.07% 201
2025
Q4 		$124K Hold
1,058
– – 0.07% 202
2025
Q3 		$140K Hold
1,058
– – 0.09% 167
2025
Q2 		$112K Hold
1,058
– – 0.08% 184
2025
Q1 		$109K Hold
1,058
– – 0.07% 184
2024
Q4 		$115K Buy
+1,058
New +$137K 0.08% 172

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Millstone Evans Group's PHM Position: Q2 2026 in Review

Millstone Evans Group held its Pultegroup (PHM) position steady in Q2 2026 at 1,058 shares worth $145K. The position accounts for 0.08% of the portfolio, ranked #190.

Millstone Evans Group first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 837 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Millstone Evans Group held 1,058 shares of Pultegroup worth $145K as of Q2 2026.
  • Millstone Evans Group left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #190 holding.
  • Millstone Evans Group first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • 837 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.