AE Wealth Management’s Taylor Morrison TMHC Stock Holding History

AE Wealth Management’s Portfolio TMHC Stock Details TMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Buy	+3,141	New	+$200K	﹤0.01%	1652
2023 Q3	–	Sell	-8,599	Closed	-$419K	–	2071
2023 Q2	$419K	Buy	8,599 +2,322	+37%	+$100K	﹤0.01%	1473
2023 Q1	$240K	Buy	+6,277	New	+$221K	﹤0.01%	1649
2020 Q2	–	Sell	-33,084	Closed	-$364K	–	1341
2020 Q1	$364K	Buy	+33,084	New	+$711K	0.01%	808

Other funds holding TMHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AE Wealth Management's TMHC Position: Q2 2026 in Review

AE Wealth Management opened a new position in Taylor Morrison (TMHC) in Q2 2026: 3,141 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in TMHC as recently as Q2 2023.

AE Wealth Management first reported a position in TMHC in Q1 2020 and has held it in 4 quarters since. The position peaked at $419K in Q2 2023. 443 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

AE Wealth Management held 3,141 shares of Taylor Morrison worth $225K as of Q2 2026.
Taylor Morrison was a new AE Wealth Management position in Q2 2026.
Taylor Morrison made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1652 holding.
AE Wealth Management first reported a position in Taylor Morrison in Q1 2020 and has held it in 4 quarters since.
AE Wealth Management's Taylor Morrison position peaked at $419K in Q2 2023.
443 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.