CPG
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Cornerstone Planning Group’s Pultegroup PHM Stock Holding History

Cornerstone Planning 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 		$74.5K Sell
588
-3
-0.5% -$364 0.01% 313
2026
Q1 		$69.7K Buy
591
+35
+6% +$4.48K 0.01% 322
2025
Q4 		$68.5K Buy
556
+474
+578% +$58.1K 0.01% 280
2025
Q3 		$903 Sell
82
-366
-82% -$45.5K ﹤0.01% 1342
2025
Q2 		$54.2K Sell
448
-61
-12% -$6.15K 0.01% 226
2025
Q1 		$51.4K Buy
509
+13
+3% +$1.4K 0.01% 234
2024
Q4 		$58.5K Buy
496
+1
+0.2% +$130 0.01% 166
2024
Q3 		$64.1K Buy
495
+7
+1% +$890 0.02% 161
2024
Q2 		$60.2K Buy
488
+479
+5,322% +$54.4K 0.02% 178
2024
Q1 		$1.05K Buy
+9
New +$966 ﹤0.01% 774

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's PHM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Pultegroup (PHM) stake by 0.51% in Q2 2026, selling an estimated $364 and leaving 588 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #313.

Cornerstone Planning Group first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cornerstone Planning Group held 588 shares of Pultegroup worth $74.5K as of Q2 2026.
  • Cornerstone Planning Group sold 3 Pultegroup shares in Q2 2026, an estimated $364.
  • Pultegroup made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #313 holding.
  • Cornerstone Planning Group first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • 580 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.