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Sagespring Wealth Partners’s Pultegroup PHM Stock Holding History

Sagespring Wealth Partners’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 		$484K Buy
4,116
+50
+1% +$6.4K 0.01% 506
2025
Q4 		$477K Buy
4,066
+233
+6% +$28.6K 0.01% 491
2025
Q3 		$506K Buy
3,833
+324
+9% +$40.2K 0.01% 452
2025
Q2 		$370K Buy
3,509
+625
+22% +$63K 0.01% 515
2025
Q1 		$296K Buy
2,884
+824
+40% +$89K 0.01% 520
2024
Q4 		$224K Buy
+2,060
New +$267K 0.01% 562

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 $8.66B AUM 17.37% 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

Sagespring Wealth Partners's PHM Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Pultegroup (PHM) stake by 1.2% in Q1 2026, buying an estimated $6.4K and bringing the position to 4,116 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #506.

Sagespring Wealth Partners first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Sagespring Wealth Partners held 4,116 shares of Pultegroup worth $484K as of Q1 2026.
  • Sagespring Wealth Partners bought 50 Pultegroup shares in Q1 2026, an estimated $6.4K.
  • Pultegroup made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #506 holding.
  • Sagespring Wealth Partners first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Pultegroup position peaked at $506K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.