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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
Q2 		$273K Buy
+2,004
New +$243K 0.02% 571
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Inspire Advisors's PHM Position: Q2 2026 in Review

Inspire Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 2,004 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #571 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in PHM as recently as Q4 2025.

Inspire Advisors first reported a position in PHM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Inspire Advisors held 2,004 shares of Pultegroup worth $273K as of Q2 2026.
  • Pultegroup was a new Inspire Advisors position in Q2 2026.
  • Pultegroup made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #571 holding.
  • Inspire Advisors first reported a position in Pultegroup in Q4 2020 and has held it in 11 quarters since.
  • Inspire Advisors's Pultegroup position peaked at $1.09M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.