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IEQ Capital’s Pultegroup PHM Stock Holding History

IEQ Capital’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 		$276K Sell
2,015
-16
-0.8% -$1.94K ﹤0.01% 1682
2026
Q1 		$239K Sell
2,031
-309
-13% -$39.6K ﹤0.01% 1618
2025
Q4 		$274K Buy
+2,340
New +$287K ﹤0.01% 1572
2025
Q3 		– Sell
-2,164
Closed -$228K – 2021
2025
Q2 		$228K Sell
2,164
-588
-21% -$59.2K ﹤0.01% 1546
2025
Q1 		$283K Sell
2,752
-10,568
-79% -$1.14M ﹤0.01% 1215
2024
Q4 		$1.45M Sell
13,320
-282
-2% -$36.6K 0.01% 578
2024
Q3 		$1.95M Sell
13,602
-5,085
-27% -$647K 0.02% 382
2024
Q2 		$2.06M Buy
18,687
+1,985
+12% +$225K 0.03% 332
2024
Q1 		$2.01M Buy
16,702
+2,062
+14% +$221K 0.03% 317
2023
Q4 		$1.51M Buy
14,640
+1,572
+12% +$134K 0.03% 340
2023
Q3 		$968K Buy
13,068
+6
+0% +$478 0.02% 410
2023
Q2 		$1.01M Buy
13,062
+1,237
+10% +$83.8K 0.02% 393
2023
Q1 		$689K Buy
11,825
+4,422
+60% +$239K 0.02% 479
2022
Q4 		$337K Sell
7,403
-5,089
-41% -$214K 0.01% 601
2022
Q3 		$468K Buy
12,492
+6,182
+98% +$260K 0.01% 546
2022
Q2 		$250K Buy
+6,310
New +$266K 0.01% 654

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

IEQ Capital's PHM Position: Q2 2026 in Review

IEQ Capital reduced its Pultegroup (PHM) stake by 0.79% in Q2 2026, selling an estimated $1.94K and leaving 2,015 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

IEQ Capital first reported a position in PHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.06M in Q2 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • IEQ Capital held 2,015 shares of Pultegroup worth $276K as of Q2 2026.
  • IEQ Capital sold 16 Pultegroup shares in Q2 2026, an estimated $1.94K.
  • Pultegroup made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1682 holding.
  • IEQ Capital first reported a position in Pultegroup in Q2 2022 and has held it in 16 quarters since.
  • IEQ Capital's Pultegroup position peaked at $2.06M in Q2 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.