MIM
TPH

Morningstar Investment Management’s Tri Pointe Homes TPH Stock Holding History

Morningstar Investment 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
Q1 		– Sell
-32,793
Closed -$1.03M – 367
2025
Q4 		$1.03M Hold
32,793
– – 0.06% 211
2025
Q3 		$1.11M Buy
+32,793
New +$1.12M 0.04% 329

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

Morningstar Investment Management's TPH Position: Q1 2026 in Review

Morningstar Investment Management sold out of Tri Pointe Homes (TPH) in Q1 2026, closing a stake of 32,793 shares — an estimated $1.03M sold.

Morningstar Investment Management first reported a position in TPH in Q3 2025 and held it in 2 quarters. The position peaked at $1.11M in Q3 2025. 350 funds tracked by Wall St. Rank hold TPH as of Q1 2026.

  • Morningstar Investment Management reported no remaining Tri Pointe Homes position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 32,793 Tri Pointe Homes shares in Q1 2026, an estimated $1.03M.
  • Morningstar Investment Management first reported a position in Tri Pointe Homes in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Tri Pointe Homes position peaked at $1.11M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.