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Spartan Wealth Advisory Services LLC’s Pultegroup PHM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.79M Buy
34,898
+669
+2% +$81.2K 0.39% 64
2026
Q1 		$4.03M Buy
+34,229
New +$4.38M 0.35% 69

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's PHM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Pultegroup (PHM) stake by 2% in Q2 2026, buying an estimated $81.2K and bringing the position to 34,898 shares worth $4.79M. The position accounts for 0.39% of the portfolio, ranked #64.

Spartan Wealth Advisory Services LLC first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 34,898 shares of Pultegroup worth $4.79M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 669 Pultegroup shares in Q2 2026, an estimated $81.2K.
  • Pultegroup made up 0.39% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #64 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.