BWL
TMHC

Bogart Wealth LLC’s Taylor Morrison TMHC Stock Holding History

Bogart Wealth LLC’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 		$1K Sell
14
-8
-36% -$508 ﹤0.01% 1619
2026
Q1 		$1.28K Buy
22
+13
+144% +$812 ﹤0.01% 1385
2025
Q4 		$530 Hold
9
– – ﹤0.01% 1451
2025
Q3 		$594 Hold
9
– – ﹤0.01% 1370
2025
Q2 		$553 Buy
+9
New +$523 ﹤0.01% 1321

Other funds holding TMHC

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bogart Wealth LLC's TMHC Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Taylor Morrison (TMHC) stake by 36% in Q2 2026, selling an estimated $508 and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Bogart Wealth LLC first reported a position in TMHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28K in Q1 2026. 93 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Bogart Wealth LLC held 14 shares of Taylor Morrison worth $1K as of Q2 2026.
  • Bogart Wealth LLC sold 8 Taylor Morrison shares in Q2 2026, an estimated $508.
  • Taylor Morrison made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1619 holding.
  • Bogart Wealth LLC first reported a position in Taylor Morrison in Q2 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Taylor Morrison position peaked at $1.28K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.