AWM
TPH

AE Wealth Management’s Tri Pointe Homes TPH Stock Holding History

AE Wealth Management’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,682
Closed -$546K – 2777
2026
Q1 		$546K Sell
11,682
-536,916
-98% -$21.8M ﹤0.01% 1069
2025
Q4 		$17.3M Buy
548,598
+137,762
+34% +$4.48M 0.1% 212
2025
Q3 		$14M Buy
410,836
+61,918
+18% +$2.11M 0.09% 226
2025
Q2 		$11.1M Buy
348,918
+341,261
+4,457% +$10.5M 0.08% 237
2025
Q1 		$244K Sell
7,657
-2,687
-26% -$91.7K ﹤0.01% 1189
2024
Q4 		$375K Sell
10,344
-526
-5% -$21.9K ﹤0.01% 1006
2024
Q3 		$493K Sell
10,870
-240,271
-96% -$10.3M ﹤0.01% 891
2024
Q2 		$9.35M Buy
251,141
+37,318
+17% +$1.41M 0.09% 228
2024
Q1 		$8.27M Buy
213,823
+36,558
+21% +$1.28M 0.09% 236
2023
Q4 		$6.17M Buy
177,265
+70,352
+66% +$2.04M 0.03% 533
2023
Q3 		$2.92M Buy
106,913
+27,878
+35% +$856K 0.02% 720
2023
Q2 		$2.6M Buy
79,035
+15,555
+25% +$456K 0.02% 757
2023
Q1 		$1.61M Buy
63,480
+3,789
+6% +$85.8K 0.01% 874
2022
Q4 		$1.11M Buy
59,691
+3,339
+6% +$58.1K 0.01% 943
2022
Q3 		$851K Buy
+56,352
New +$995K 0.01% 1010

Other funds holding TPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

AE Wealth Management's TPH Position: Q2 2026 in Review

AE Wealth Management sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 11,682 shares — an estimated $546K sold.

AE Wealth Management first reported a position in TPH in Q3 2022 and held it in 15 quarters. The position peaked at $17.3M in Q4 2025. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

  • AE Wealth Management reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 11,682 Tri Pointe Homes shares in Q2 2026, an estimated $546K.
  • AE Wealth Management first reported a position in Tri Pointe Homes in Q3 2022 and held it in 15 quarters.
  • AE Wealth Management's Tri Pointe Homes position peaked at $17.3M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.