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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
Q2 		$578K Buy
4,212
+96
+2% +$11.7K 0.01% 492
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 $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

Sagespring Wealth Partners's PHM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Pultegroup (PHM) stake by 2.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 4,212 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #492.

Sagespring Wealth Partners first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Sagespring Wealth Partners held 4,212 shares of Pultegroup worth $578K as of Q2 2026.
  • Sagespring Wealth Partners bought 96 Pultegroup shares in Q2 2026, an estimated $11.7K.
  • Pultegroup made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #492 holding.
  • Sagespring Wealth Partners first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.