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Savant Capital’s Pultegroup PHM Stock Holding History

Savant Capital’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 		$2.91M Buy
22,822
+9,414
+70% +$1.14M 0.01% 515
2026
Q1 		$1.58M Buy
13,408
+2,872
+27% +$368K 0.01% 479
2025
Q4 		$1.24M Buy
10,536
+680
+7% +$83.4K 0.01% 521
2025
Q3 		$1.3M Buy
9,856
+483
+5% +$60K 0.01% 488
2025
Q2 		$988K Buy
9,373
+1,055
+13% +$106K 0.01% 520
2025
Q1 		$855K Sell
8,318
-9,626
-54% -$1.04M 0.01% 523
2024
Q4 		$1.95M Buy
17,944
+11
+0.1% +$1.43K 0.02% 452
2024
Q3 		$2.57M Buy
17,933
+766
+4% +$97.4K 0.02% 352
2024
Q2 		$1.89M Sell
17,167
-7,027
-29% -$798K 0.02% 396
2024
Q1 		$2.92M Buy
24,194
+14,797
+157% +$1.59M 0.03% 266
2023
Q4 		$970K Buy
9,397
+594
+7% +$50.5K 0.01% 422
2023
Q3 		$652K Sell
8,803
-3,877
-31% -$309K 0.01% 475
2023
Q2 		$985K Buy
12,680
+949
+8% +$64.3K 0.02% 381
2023
Q1 		$684K Buy
11,731
+5,688
+94% +$307K 0.01% 401
2022
Q4 		$275K Buy
+6,043
New +$255K 0.01% 486
2022
Q3 		– Sell
-6,057
Closed -$240K – 569
2022
Q2 		$240K Buy
+6,057
New +$255K 0.01% 479
2022
Q1 		– Sell
-4,017
Closed -$230K – 582
2021
Q4 		$230K Buy
+4,017
New +$206K 0.01% 509
2021
Q3 		– Sell
-4,026
Closed -$220K – 533
2021
Q2 		$220K Buy
+4,026
New +$225K 0.01% 459

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

Savant Capital's PHM Position: Q2 2026 in Review

Savant Capital increased its Pultegroup (PHM) stake by 70% in Q2 2026, buying an estimated $1.14M and bringing the position to 22,822 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #515.

Savant Capital first reported a position in PHM in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.92M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Savant Capital held 22,822 shares of Pultegroup worth $2.91M as of Q2 2026.
  • Savant Capital bought 9,414 Pultegroup shares in Q2 2026, an estimated $1.14M.
  • Pultegroup made up 0.01% of Savant Capital's portfolio in Q2 2026, its #515 holding.
  • Savant Capital first reported a position in Pultegroup in Q2 2021 and has held it in 18 quarters since.
  • Savant Capital's Pultegroup position peaked at $2.92M in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.