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 Q2	$349K	Sell	2,542 -54	-2%	-$6.56K	0.01%	925
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Savvy Advisors Inc's PHM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Pultegroup (PHM) stake by 2.1% in Q2 2026, selling an estimated $6.56K and leaving 2,542 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #925.

Savvy Advisors Inc first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Savvy Advisors Inc held 2,542 shares of Pultegroup worth $349K as of Q2 2026.
Savvy Advisors Inc sold 54 Pultegroup shares in Q2 2026, an estimated $6.56K.
Pultegroup made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #925 holding.
Savvy Advisors Inc first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.