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Savvy Advisors Inc’s Pultegroup PHM Stock Holding History

Savvy Advisors Inc’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 		$305K Buy
2,596
+80
+3% +$10.2K 0.01% 860
2025
Q4 		$295K Buy
+2,516
New +$309K 0.01% 778

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 $6.07B AUM 11.2% 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

Savvy Advisors Inc's PHM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Pultegroup (PHM) stake by 3.2% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,596 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #860.

Savvy Advisors Inc first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Savvy Advisors Inc held 2,596 shares of Pultegroup worth $305K as of Q1 2026.
  • Savvy Advisors Inc bought 80 Pultegroup shares in Q1 2026, an estimated $10.2K.
  • Pultegroup made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #860 holding.
  • Savvy Advisors Inc first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.