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Inspire Advisors’s Pultegroup PHM Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-4,918
Closed -$577K – 721
2025
Q4 		$577K Sell
4,918
-3,337
-40% -$409K 0.05% 289
2025
Q3 		$1.09M Sell
8,255
-782
-9% -$97.1K 0.1% 153
2025
Q2 		$953K Sell
9,037
-529
-6% -$53.3K 0.1% 154
2025
Q1 		$983K Buy
9,566
+515
+6% +$55.6K 0.11% 118
2024
Q4 		$986K Buy
9,051
+2,396
+36% +$311K 0.12% 120
2024
Q3 		$955K Buy
6,655
+4,434
+200% +$564K 0.12% 121
2024
Q2 		$245K Buy
+2,221
New +$252K 0.03% 295
2021
Q3 		– Sell
-7,222
Closed -$394K – 107
2021
Q2 		$394K Sell
7,222
-4,241
-37% -$237K 0.13% 37
2021
Q1 		$601K Buy
11,463
+3,285
+40% +$153K 0.22% 23
2020
Q4 		$353K Buy
+8,178
New +$362K 0.13% 31

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Inspire Advisors's PHM Position: Q1 2026 in Review

Inspire Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 4,918 shares — an estimated $577K sold.

Inspire Advisors first reported a position in PHM in Q4 2020 and held it in 10 quarters. The position peaked at $1.09M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Inspire Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Inspire Advisors sold 4,918 Pultegroup shares in Q1 2026, an estimated $577K.
  • Inspire Advisors first reported a position in Pultegroup in Q4 2020 and held it in 10 quarters.
  • Inspire Advisors's Pultegroup position peaked at $1.09M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.