Envestnet Portfolio Solutions, Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 1998033 BERWYN, PA

Position in PHM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,198,117

+$259,825 QoQ

Shares Held

8,732

+9.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#435

of 1,035 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $6,420,989 across 7 Residential Construction names. PHM ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	10,455	$1,722,461
2	DHI	Horton D R Inc /De/	7,843	$1,277,467
3	PHM	Pultegroup Inc/Mi/ This page	8,732	$1,198,117
4	GRBK	Green Brick Partners, Inc.	9,697	$776,147
5	MTH	Meritage Homes CORP	8,279	$694,194
6	LEN	Lennar Corp /New/	6,011	$543,935
7	SKY	Champion Homes, Inc.	2,368	$208,668

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,198,117	8,732	+9.5%	Shares	Sole	2026-07-20
2026-03-31	$938,292	7,978	-32.5%	Shares	Sole	2026-04-29
2025-12-31	$1,385,778	11,818	+1.7%	Shares	Sole	2026-02-06
2025-09-30	$1,535,218	11,619	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$1,227,027	11,635	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$1,185,489	11,532	-24.5%	Shares	Sole	2025-04-21
2024-12-31	$1,664,100	15,281	-24.7%	Shares	Sole	2025-02-10
2024-09-30	$2,911,936	20,288	+14.1%	Shares	Sole	2024-10-31
2024-06-30	$1,958,458	17,788	+7.9%	Shares	Sole	2024-07-16
2024-03-31	$1,987,696	16,479	+9.0%	Shares	Sole	2024-05-06
2023-12-31	$1,560,892	15,122	+86.2%	Shares	Sole	2024-02-07
2023-09-30	$601,508	8,123	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.