True Wealth Design’s Tri Pointe Homes TPH Stock Holding History

True Wealth Design’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	-583	Closed	-$27.2K	–	2889
2026 Q1	$27.2K	Hold	583	–	–	0.01%	594
2025 Q4	$18.3K	Sell	583 -67	-10%	-$2.18K	0.01%	640
2025 Q3	$22.1K	Buy	650 +65	+11%	+$2.21K	0.01%	571
2025 Q2	$18.7K	Buy	585 +142	+32%	+$4.36K	0.01%	403
2025 Q1	$14.1K	Buy	+443	New	+$15.1K	0.01%	403

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

True Wealth Design's TPH Position: Q2 2026 in Review

True Wealth Design sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 583 shares — an estimated $27.2K sold.

True Wealth Design first reported a position in TPH in Q1 2025 and held it in 5 quarters. The position peaked at $27.2K in Q1 2026. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

True Wealth Design reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 583 Tri Pointe Homes shares in Q2 2026, an estimated $27.2K.
True Wealth Design first reported a position in Tri Pointe Homes in Q1 2025 and held it in 5 quarters.
True Wealth Design's Tri Pointe Homes position peaked at $27.2K in Q1 2026.
2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.