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New York Life Investment Management’s Pultegroup PHM Stock Holding History

New York Life Investment 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 		$3.91M Sell
28,491
-172
-0.6% -$20.9K 0.03% 409
2026
Q1 		$3.37M Buy
28,663
+292
+1% +$37.4K 0.03% 422
2025
Q4 		$3.33M Sell
28,371
-519
-2% -$63.7K 0.03% 407
2025
Q3 		$3.82M Sell
28,890
-1,206
-4% -$150K 0.03% 387
2025
Q2 		$3.17M Buy
30,096
+28
+0.1% +$2.82K 0.03% 430
2025
Q1 		$3.09M Sell
30,068
-564
-2% -$60.9K 0.03% 429
2024
Q4 		$3.34M Buy
30,632
+2,854
+10% +$371K 0.03% 422
2024
Q3 		$3.99M Sell
27,778
-1,293
-4% -$164K 0.04% 410
2024
Q2 		$3.2M Sell
29,071
-87
-0.3% -$9.88K 0.03% 435
2024
Q1 		$3.52M Sell
29,158
-1,584
-5% -$170K 0.04% 417
2023
Q4 		$3.17M Sell
30,742
-760
-2% -$64.6K 0.03% 420
2023
Q3 		$2.33M Sell
31,502
-310
-1% -$24.7K 0.03% 484
2023
Q2 		$2.47M Sell
31,812
-766
-2% -$51.9K 0.03% 459
2023
Q1 		$1.9M Sell
32,578
-226
-0.7% -$12.2K 0.02% 523
2022
Q4 		$1.49M Sell
32,804
-1,125
-3% -$47.4K 0.02% 567
2022
Q3 		$1.27M Sell
33,929
-1,226
-3% -$51.6K 0.02% 585
2022
Q2 		$1.39M Buy
+35,155
New +$1.48M 0.02% 574

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New York Life Investment Management's PHM Position: Q2 2026 in Review

New York Life Investment Management reduced its Pultegroup (PHM) stake by 0.6% in Q2 2026, selling an estimated $20.9K and leaving 28,491 shares worth $3.91M. The position accounts for 0.03% of the portfolio, ranked #409.

New York Life Investment Management first reported a position in PHM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.99M in Q3 2024. 811 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • New York Life Investment Management held 28,491 shares of Pultegroup worth $3.91M as of Q2 2026.
  • New York Life Investment Management sold 172 Pultegroup shares in Q2 2026, an estimated $20.9K.
  • Pultegroup made up 0.03% of New York Life Investment Management's portfolio in Q2 2026, its #409 holding.
  • New York Life Investment Management first reported a position in Pultegroup in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's Pultegroup position peaked at $3.99M in Q3 2024.
  • 811 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.