Carson Wealth (CWM LLC)
TPH

Carson Wealth (CWM LLC)’s Tri Pointe Homes TPH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.99M Sell
42,562
-2,831
-6% -$115K 0.01% 1198
2025
Q4 		$1.43M Sell
45,393
-6,805
-13% -$221K ﹤0.01% 1310
2025
Q3 		$1.77M Buy
52,198
+3,181
+6% +$108K 0.01% 1137
2025
Q2 		$1.57M Buy
49,017
+45,220
+1,191% +$1.39M 0.01% 1045
2025
Q1 		$121K Buy
3,797
+1,534
+68% +$52.4K ﹤0.01% 2265
2024
Q4 		$82K Sell
2,263
-829
-27% -$34.5K ﹤0.01% 2422
2024
Q3 		$140K Buy
3,092
+872
+39% +$37.3K ﹤0.01% 1979
2024
Q2 		$83K Buy
2,220
+920
+71% +$34.7K ﹤0.01% 2108
2024
Q1 		$50K Sell
1,300
-172
-12% -$6.03K ﹤0.01% 2302
2023
Q4 		$52K Buy
1,472
+45
+3% +$1.31K ﹤0.01% 2161
2023
Q3 		$39K Sell
1,427
-113
-7% -$3.47K ﹤0.01% 2230
2023
Q2 		$51K Buy
1,540
+262
+21% +$7.67K ﹤0.01% 1976
2023
Q1 		$32K Buy
1,278
+46
+4% +$1.04K ﹤0.01% 2192
2022
Q4 		$23K Buy
1,232
+168
+16% +$2.92K ﹤0.01% 2274
2022
Q3 		$16K Sell
1,064
-270
-20% -$4.77K ﹤0.01% 2398
2022
Q2 		$23K Buy
1,334
+1,228
+1,158% +$24.1K ﹤0.01% 2039
2022
Q1 		$2K Buy
106
+87
+458% +$2.02K ﹤0.01% 3235
2021
Q4 		$1K Buy
+19
New +$478 ﹤0.01% 3388
2018
Q4 		– Sell
-66
Closed -$1K – 2243
2018
Q3 		$1K Buy
+66
New +$977 ﹤0.01% 1755

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Tri Pointe Homes (TPH) stake by 6.2% in Q1 2026, selling an estimated $115K and leaving 42,562 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1198.

Carson Wealth (CWM LLC) first reported a position in TPH in Q3 2018 and has held it in 19 quarters since. 350 funds tracked by Wall St. Rank hold TPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,562 shares of Tri Pointe Homes worth $1.99M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,831 Tri Pointe Homes shares in Q1 2026, an estimated $115K.
  • Tri Pointe Homes made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1198 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tri Pointe Homes in Q3 2018 and has held it in 19 quarters since.
  • 350 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.