PHM — PULTE GROUP INC

Ownership history in Evolution Wealth Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in PULTE GROUP INC (PHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2023 Q2)
Avg. % of fund
0.06%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,563 -1,180 -43.0% 0.03% $207K $131.58
2024 Q3 UNCHANGED 2,743 — 0% 0.07% $394K $141.82
2024 Q2 UNCHANGED 2,743 — 0% 0.06% $302K $108.63
2024 Q1 UNCHANGED 2,743 — 0% 0.06% $331K $118.81
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PHM price (monthly, adj. close)

Other funds also holding PHM

As of 2025 Q4 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 10.52% JACKSON HILL ADVISORS, LLC 3Y 6.66% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 4.89% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 2.97% Avalon Global Asset Management LLC 3Y 7Y 2.47% Dorato Capital Management 2.2% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 2.15% Argyle Capital Management, LLC 3Y 7Y 1.57% Elk River Wealth Management LLC 3Y 1.53% Seascape Capital Management 3Y 7Y 1.42%
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