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Cornerstone Financial Management’s Pultegroup PHM Stock Holding History

Cornerstone Financial 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 		$9.47K Buy
69
+23
+50% +$2.79K 0.01% 480
2026
Q1 		$5.41K Buy
46
+4
+10% +$512 0.01% 458
2025
Q4 		$4.92K Buy
+42
New +$5.15K ﹤0.01% 430

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

Cornerstone Financial Management's PHM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Pultegroup (PHM) stake by 50% in Q2 2026, buying an estimated $2.79K and bringing the position to 69 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #480.

Cornerstone Financial Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cornerstone Financial Management held 69 shares of Pultegroup worth $9.47K as of Q2 2026.
  • Cornerstone Financial Management bought 23 Pultegroup shares in Q2 2026, an estimated $2.79K.
  • Pultegroup made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #480 holding.
  • Cornerstone Financial Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.