HIMS
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Hager Investment Management Services’s Pultegroup PHM Stock Holding History

Hager Investment Management Services’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 		$30.9K Hold
225
– – 0.01% 177
2026
Q1 		$26.5K Sell
225
-262
-54% -$33.6K 0.01% 176
2025
Q4 		$57.1K Buy
487
+67
+16% +$8.22K 0.03% 136
2025
Q3 		$55.5K Hold
420
– – 0.03% 137
2025
Q2 		$44.3K Buy
420
+105
+33% +$10.6K 0.03% 139
2025
Q1 		$32.4K Buy
315
+50
+19% +$5.4K 0.02% 155
2024
Q4 		$28.9K Buy
+265
New +$34.4K 0.02% 162

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

Hager Investment Management Services's PHM Position: Q2 2026 in Review

Hager Investment Management Services held its Pultegroup (PHM) position steady in Q2 2026 at 225 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #177.

Hager Investment Management Services first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.1K in Q4 2025. 227 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Hager Investment Management Services held 225 shares of Pultegroup worth $30.9K as of Q2 2026.
  • Hager Investment Management Services left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #177 holding.
  • Hager Investment Management Services first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Pultegroup position peaked at $57.1K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.