CAWM
TMHC

Capital A Wealth Management’s Taylor Morrison TMHC Stock Holding History

Capital A 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
2025
Q2 		$1.12K Buy
+21
New +$1.22K 0.01% 370
2025
Q1 		– Sell
-1
Closed -$61 – 895
2024
Q4 		$61 Buy
+1
New +$68 ﹤0.01% 812

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's TMHC Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Taylor Morrison (TMHC) in Q2 2025: 21 shares worth $1.12K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in TMHC as recently as Q4 2024.

Capital A Wealth Management first reported a position in TMHC in Q4 2024 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold TMHC as of Q2 2025.

  • Capital A Wealth Management held 21 shares of Taylor Morrison worth $1.12K as of Q2 2025.
  • Taylor Morrison was a new Capital A Wealth Management position in Q2 2025.
  • Taylor Morrison made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #370 holding.
  • Capital A Wealth Management first reported a position in Taylor Morrison in Q4 2024 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.