API
TMHC

Asset Planning Inc’s Taylor Morrison TMHC Stock Holding History

Asset Planning Inc’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
2025
Q4 		– Sell
-400
Closed -$26.4K – 302
2025
Q3 		$26.4K Hold
400
– – 0.02% 193
2025
Q2 		$24.6K Hold
400
– – 0.02% 193
2025
Q1 		$24K Hold
400
– – 0.02% 200
2024
Q4 		$24.5K Buy
+400
New +$27.3K 0.02% 196

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Asset Planning Inc's TMHC Position: Q4 2025 in Review

Asset Planning Inc sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 400 shares — an estimated $26.4K sold.

Asset Planning Inc first reported a position in TMHC in Q4 2024 and held it in 4 quarters. The position peaked at $26.4K in Q3 2025. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Asset Planning Inc reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 400 Taylor Morrison shares in Q4 2025, an estimated $26.4K.
  • Asset Planning Inc first reported a position in Taylor Morrison in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's Taylor Morrison position peaked at $26.4K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.