MSWM
TPH

Mowery & Schoenfeld Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-600
Closed -$20.4K – 494
2025
Q3 		$20.4K Buy
+600
New +$20.4K 0.04% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TPH Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Tri Pointe Homes (TPH) in Q4 2025, closing a stake of 600 shares — an estimated $20.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TPH in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 348 funds tracked by Wall St. Rank hold TPH as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Tri Pointe Homes position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 600 Tri Pointe Homes shares in Q4 2025, an estimated $20.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Tri Pointe Homes in Q3 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Tri Pointe Homes position peaked at $20.4K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.