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SageView Advisory Group’s Pultegroup PHM Stock Holding History

SageView Advisory Group’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
-1,105
Closed -$130K – 1908
2025
Q4 		$130K Buy
+1,105
New +$136K ﹤0.01% 746
2024
Q2 		– Sell
-2,529
Closed -$297K – 702
2024
Q1 		$297K Buy
+2,529
New +$271K 0.02% 420

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
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's PHM Position: Q1 2026 in Review

SageView Advisory Group sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,105 shares — an estimated $130K sold.

SageView Advisory Group first reported a position in PHM in Q1 2024 and held it in 2 quarters. The position peaked at $297K in Q1 2024. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • SageView Advisory Group reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,105 Pultegroup shares in Q1 2026, an estimated $130K.
  • SageView Advisory Group first reported a position in Pultegroup in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Pultegroup position peaked at $297K in Q1 2024.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.