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Spire Wealth Management’s Pultegroup PHM Stock Holding History

Spire Wealth Management’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 		$3.57K Sell
26
-368
-93% -$44.7K ﹤0.01% 1886
2026
Q1 		$46.3K Buy
394
+354
+885% +$45.3K ﹤0.01% 1190
2025
Q4 		$4.68K Buy
40
+23
+135% +$2.82K ﹤0.01% 1926
2025
Q3 		$2.25K Sell
17
-3
-15% -$373 ﹤0.01% 2139
2025
Q2 		$2.11K Sell
20
-2,936
-99% -$296K ﹤0.01% 2160
2025
Q1 		$304K Buy
2,956
+1,322
+81% +$143K 0.01% 710
2024
Q4 		$178K Buy
1,634
+1,176
+257% +$153K 0.01% 854
2024
Q3 		$65.7K Buy
458
+320
+232% +$40.7K ﹤0.01% 1050
2024
Q2 		$15.2K Sell
138
-292
-68% -$33.2K ﹤0.01% 1526
2024
Q1 		$51.9K Buy
430
+275
+177% +$29.5K ﹤0.01% 1202
2023
Q4 		$16.4K Sell
155
-255
-62% -$21.7K ﹤0.01% 1597
2023
Q3 		$30.4K Sell
410
-490
-54% -$39.1K ﹤0.01% 1356
2023
Q2 		$69.9K Buy
900
+300
+50% +$20.3K ﹤0.01% 1079
2023
Q1 		$35K Sell
600
-879
-59% -$47.5K ﹤0.01% 1365
2022
Q4 		$67K Buy
1,479
+83
+6% +$3.5K ﹤0.01% 883
2022
Q3 		$52K Sell
1,396
-204
-13% -$8.58K ﹤0.01% 938
2022
Q2 		$63K Sell
1,600
-6,819
-81% -$287K ﹤0.01% 1200
2022
Q1 		$353K Sell
8,419
-234,589
-97% -$11.6M 0.01% 674
2021
Q4 		$13.9M Buy
243,008
+750
+0.3% +$38.5K 0.31% 91
2021
Q3 		$11.1M Sell
242,258
-3,116
-1% -$162K 0.29% 98
2021
Q2 		$13.4M Sell
245,374
-1,783
-0.7% -$99.7K 0.36% 72
2021
Q1 		$12.9M Buy
+247,157
New +$11.5M 0.34% 80

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

Spire Wealth Management's PHM Position: Q2 2026 in Review

Spire Wealth Management reduced its Pultegroup (PHM) stake by 93% in Q2 2026, selling an estimated $44.7K and leaving 26 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Spire Wealth Management first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Spire Wealth Management held 26 shares of Pultegroup worth $3.57K as of Q2 2026.
  • Spire Wealth Management sold 368 Pultegroup shares in Q2 2026, an estimated $44.7K.
  • Pultegroup made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1886 holding.
  • Spire Wealth Management first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Pultegroup position peaked at $13.9M in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.