MYIA
TPH

Mount Yale Investment Advisors’s Tri Pointe Homes TPH Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-7,375
Closed -$236K – 1521
2025
Q2 		$236K Buy
7,375
+149
+2% +$4.57K 0.02% 521
2025
Q1 		$231K Sell
7,226
-11
-0.2% -$375 0.02% 491
2024
Q4 		$262K Buy
7,237
+1,272
+21% +$53K 0.02% 476
2024
Q3 		$270K Buy
+5,965
New +$255K 0.03% 467

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mount Yale Investment Advisors's TPH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Tri Pointe Homes (TPH) in Q3 2025, closing a stake of 7,375 shares — an estimated $236K sold.

Mount Yale Investment Advisors first reported a position in TPH in Q3 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2024. 354 funds tracked by Wall St. Rank hold TPH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Tri Pointe Homes position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,375 Tri Pointe Homes shares in Q3 2025, an estimated $236K.
  • Mount Yale Investment Advisors first reported a position in Tri Pointe Homes in Q3 2024 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Tri Pointe Homes position peaked at $270K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.