EH
PHM icon

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
Q2 		$1.04M Buy
7,580
+2,709
+56% +$329K 0.01% 993
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 $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

Equitable Holdings's PHM Position: Q2 2026 in Review

Equitable Holdings increased its Pultegroup (PHM) stake by 56% in Q2 2026, buying an estimated $329K and bringing the position to 7,580 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #993.

Equitable Holdings first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Equitable Holdings held 7,580 shares of Pultegroup worth $1.04M as of Q2 2026.
  • Equitable Holdings bought 2,709 Pultegroup shares in Q2 2026, an estimated $329K.
  • Pultegroup made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #993 holding.
  • Equitable Holdings first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.