Cerity Partners’s Tri Pointe Homes TPH Stock Holding History

Cerity Partners’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	-43,117	Closed	-$2.01M	–	3560
2026 Q1	$2.01M	Sell	43,117 -40,512	-48%	-$1.65M	﹤0.01%	1487
2025 Q4	$2.63M	Sell	83,629 -6,683	-7%	-$217K	﹤0.01%	1251
2025 Q3	$3.07M	Buy	90,312 +7,298	+9%	+$248K	0.01%	1097
2025 Q2	$2.65M	Buy	83,014 +13,996	+20%	+$429K	﹤0.01%	1084
2025 Q1	$2.2M	Buy	69,018 +5,754	+9%	+$196K	﹤0.01%	1078
2024 Q4	$2.77M	Sell	63,264 -583	-0.9%	-$24.3K	0.01%	965
2024 Q3	$2.89M	Buy	63,847 +33,992	+114%	+$1.45M	0.01%	930
2024 Q2	$1.11M	Sell	29,855 -4,502	-13%	-$170K	﹤0.01%	1177
2024 Q1	$1.33M	Buy	34,357 +28,549	+492%	+$1M	﹤0.01%	1145
2023 Q4	$206K	Buy	+5,808	New	+$169K	﹤0.01%	1716
2023 Q2	–	Sell	-4,408	Closed	-$706K	–	1943
2023 Q1	$706K	Buy	+4,408	New	+$99.9K	﹤0.01%	1130

Other funds holding TPH

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

Cerity Partners's TPH Position: Q2 2026 in Review

Cerity Partners sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 43,117 shares — an estimated $2.01M sold.

Cerity Partners first reported a position in TPH in Q1 2023 and held it in 11 quarters. The position peaked at $3.07M in Q3 2025. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

Cerity Partners reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 43,117 Tri Pointe Homes shares in Q2 2026, an estimated $2.01M.
Cerity Partners first reported a position in Tri Pointe Homes in Q1 2023 and held it in 11 quarters.
Cerity Partners's Tri Pointe Homes position peaked at $3.07M in Q3 2025.
2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.