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Cornerstone Wealth Group’s Pultegroup PHM Stock Holding History

Cornerstone Wealth 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 		$284K Sell
2,073
-245
-11% -$29.8K 0.02% 373
2026
Q1 		$298K Sell
2,318
-399
-15% -$51.1K 0.02% 327
2025
Q4 		$319K Buy
2,717
+453
+20% +$55.6K 0.02% 273
2025
Q3 		$299K Buy
+2,264
New +$281K 0.02% 266

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 Wealth Group's PHM Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $29.8K and leaving 2,073 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #373.

Cornerstone Wealth Group first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cornerstone Wealth Group held 2,073 shares of Pultegroup worth $284K as of Q2 2026.
  • Cornerstone Wealth Group sold 245 Pultegroup shares in Q2 2026, an estimated $29.8K.
  • Pultegroup made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #373 holding.
  • Cornerstone Wealth Group first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's Pultegroup position peaked at $319K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.