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Cooper Financial Group’s Pultegroup PHM Stock Holding History

Cooper Financial Group’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 		$556K Sell
4,055
-2,027
-33% -$246K 0.05% 249
2026
Q1 		$715K Sell
6,082
-232
-4% -$29.7K 0.07% 204
2025
Q4 		$740K Buy
6,314
+241
+4% +$29.6K 0.08% 183
2025
Q3 		$802K Sell
6,073
-624
-9% -$77.5K 0.09% 176
2025
Q2 		$706K Buy
6,697
+92
+1% +$9.27K 0.08% 196
2025
Q1 		$679K Buy
6,605
+914
+16% +$98.7K 0.09% 199
2024
Q4 		$620K Sell
5,691
-1,089
-16% -$141K 0.07% 207
2024
Q3 		$973K Buy
6,780
+3,128
+86% +$398K 0.13% 146
2024
Q2 		$402K Buy
+3,652
New +$415K 0.06% 249

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

Cooper Financial Group's PHM Position: Q2 2026 in Review

Cooper Financial Group reduced its Pultegroup (PHM) stake by 33% in Q2 2026, selling an estimated $246K and leaving 4,055 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #249.

Cooper Financial Group first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $973K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cooper Financial Group held 4,055 shares of Pultegroup worth $556K as of Q2 2026.
  • Cooper Financial Group sold 2,027 Pultegroup shares in Q2 2026, an estimated $246K.
  • Pultegroup made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #249 holding.
  • Cooper Financial Group first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • Cooper Financial Group's Pultegroup position peaked at $973K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.