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DAGCO Inc’s Pultegroup PHM Stock Holding History

DAGCO Inc’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 		– Sell
-29
Closed -$3.41K – 275
2026
Q1 		$3.41K Hold
29
– – ﹤0.01% 329
2025
Q4 		$3.4K Hold
29
– – ﹤0.01% 340
2025
Q3 		$3.83K Hold
29
– – ﹤0.01% 321
2025
Q2 		$3.06K Hold
29
– – ﹤0.01% 320
2025
Q1 		$2.98K Buy
+29
New +$3.13K ﹤0.01% 308

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DAGCO Inc's PHM Position: Q2 2026 in Review

DAGCO Inc sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 29 shares — an estimated $3.41K sold.

DAGCO Inc first reported a position in PHM in Q1 2025 and held it in 5 quarters. The position peaked at $3.83K in Q3 2025. 222 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • DAGCO Inc reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 29 Pultegroup shares in Q2 2026, an estimated $3.41K.
  • DAGCO Inc first reported a position in Pultegroup in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Pultegroup position peaked at $3.83K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.