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 Q3	–	Sell	-14	Closed	-$1K	–	2156
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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bogart Wealth LLC's TMHC Position: Q3 2026 in Review

Bogart Wealth LLC sold out of Taylor Morrison (TMHC) in Q3 2026, closing a stake of 14 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in TMHC in Q2 2025 and held it in 5 quarters. The position peaked at $1.28K in Q1 2026. 2 funds tracked by Wall St. Rank hold TMHC as of Q3 2026.

Bogart Wealth LLC reported no remaining Taylor Morrison position as of Q3 2026 after selling out during the quarter.
Bogart Wealth LLC sold 14 Taylor Morrison shares in Q3 2026, an estimated $1K.
Bogart Wealth LLC first reported a position in Taylor Morrison in Q2 2025 and held it in 5 quarters.
Bogart Wealth LLC's Taylor Morrison position peaked at $1.28K in Q1 2026.
2 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.