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Cynosure Group’s Pultegroup PHM Stock Holding History

Cynosure 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
Q1 		– Sell
-3,701
Closed -$434K – 399
2025
Q4 		$434K Sell
3,701
-432
-10% -$53K 0.04% 302
2025
Q3 		$546K Hold
4,133
– – 0.06% 155
2025
Q2 		$436K Buy
4,133
+822
+25% +$82.8K 0.05% 226
2025
Q1 		$340K Buy
3,311
+779
+31% +$84.1K 0.05% 258
2024
Q4 		$276K Sell
2,532
-342
-12% -$44.4K 0.04% 344
2024
Q3 		$413K Buy
+2,874
New +$365K 0.06% 197

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cynosure Group's PHM Position: Q1 2026 in Review

Cynosure Group sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,701 shares — an estimated $434K sold.

Cynosure Group first reported a position in PHM in Q3 2024 and held it in 6 quarters. The position peaked at $546K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Cynosure Group reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 3,701 Pultegroup shares in Q1 2026, an estimated $434K.
  • Cynosure Group first reported a position in Pultegroup in Q3 2024 and held it in 6 quarters.
  • Cynosure Group's Pultegroup position peaked at $546K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.