EH
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Equitable Holdings’s Pultegroup PHM Stock Holding History

Equitable Holdings’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 		$571K Sell
4,871
-681
-12% -$87.2K ﹤0.01% 1196
2025
Q4 		$651K Buy
5,552
+631
+13% +$77.4K ﹤0.01% 1020
2025
Q3 		$650K Buy
4,921
+1,795
+57% +$223K ﹤0.01% 993
2025
Q2 		$330K Buy
3,126
+694
+29% +$69.9K ﹤0.01% 1161
2025
Q1 		$250K Buy
2,432
+22
+0.9% +$2.38K ﹤0.01% 1170
2024
Q4 		$262K Buy
2,410
+2
+0.1% +$260 ﹤0.01% 1096
2024
Q3 		$346K Buy
2,408
+14
+0.6% +$1.78K ﹤0.01% 990
2024
Q2 		$264K Buy
2,394
+126
+6% +$14.3K ﹤0.01% 1032
2024
Q1 		$274K Buy
2,268
+55
+2% +$5.9K ﹤0.01% 978
2023
Q4 		$228K Buy
+2,213
New +$188K ﹤0.01% 1028

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

Equitable Holdings's PHM Position: Q1 2026 in Review

Equitable Holdings reduced its Pultegroup (PHM) stake by 12% in Q1 2026, selling an estimated $87.2K and leaving 4,871 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Equitable Holdings first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $651K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Equitable Holdings held 4,871 shares of Pultegroup worth $571K as of Q1 2026.
  • Equitable Holdings sold 681 Pultegroup shares in Q1 2026, an estimated $87.2K.
  • Pultegroup made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1196 holding.
  • Equitable Holdings first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Equitable Holdings's Pultegroup position peaked at $651K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.