CAPTRUST Financial Advisors
TMHC

CAPTRUST Financial Advisors’s Taylor Morrison TMHC Stock Holding History

CAPTRUST Financial Advisors’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 		$876K Sell
12,212
-3,791
-24% -$241K ﹤0.01% 1821
2026
Q1 		$932K Buy
16,003
+4,699
+42% +$294K ﹤0.01% 1658
2025
Q4 		$665K Buy
11,304
+1,815
+19% +$111K ﹤0.01% 1733
2025
Q3 		$626K Buy
9,489
+2,259
+31% +$149K ﹤0.01% 1681
2025
Q2 		$444K Buy
7,230
+1,070
+17% +$62.2K ﹤0.01% 1807
2025
Q1 		$370K Sell
6,160
-1,992
-24% -$124K ﹤0.01% 1823
2024
Q4 		$499K Sell
8,152
-188
-2% -$12.8K ﹤0.01% 1603
2024
Q3 		$586K Buy
8,340
+234
+3% +$15K ﹤0.01% 1486
2024
Q2 		$449K Buy
8,106
+1,225
+18% +$70K ﹤0.01% 1562
2024
Q1 		$428K Sell
6,881
-6,749
-50% -$372K ﹤0.01% 1568
2023
Q4 		$727K Buy
13,630
+1,081
+9% +$48.3K ﹤0.01% 1476
2023
Q3 		$535K Sell
12,549
-11,088
-47% -$521K ﹤0.01% 1611
2023
Q2 		$1.15M Buy
23,637
+10,852
+85% +$467K ﹤0.01% 1119
2023
Q1 		$489K Buy
12,785
+110
+0.9% +$3.87K ﹤0.01% 1423
2022
Q4 		$385K Sell
12,675
-397
-3% -$11.1K ﹤0.01% 1475
2022
Q3 		$305K Buy
13,072
+6,610
+102% +$172K ﹤0.01% 1523
2022
Q2 		$151K Buy
6,462
+2,565
+66% +$67.9K ﹤0.01% 1901
2022
Q1 		$106K Sell
3,897
-9,820
-72% -$299K ﹤0.01% 2224
2021
Q4 		$480K Sell
13,717
-2,069
-13% -$64.6K ﹤0.01% 1148
2021
Q3 		$407K Buy
15,786
+1,756
+13% +$46.5K ﹤0.01% 1128
2021
Q2 		$371K Buy
14,030
+129
+0.9% +$3.83K ﹤0.01% 1133
2021
Q1 		$428K Buy
13,901
+2,014
+17% +$56.6K ﹤0.01% 1028
2020
Q4 		$305K Buy
11,887
+10,100
+565% +$258K ﹤0.01% 1027
2020
Q3 		$46K Buy
1,787
+1,500
+523% +$35.5K ﹤0.01% 1668
2020
Q2 		$5K Buy
+287
New +$4.52K ﹤0.01% 2403
2019
Q2 		– Sell
-2,119
Closed -$38K – 2009
2019
Q1 		$38K Buy
+2,119
New +$37.8K ﹤0.01% 985
2018
Q4 		– Sell
-504
Closed -$9K – 1672
2018
Q3 		$9K Hold
504
– – ﹤0.01% 1258
2018
Q2 		$10K Buy
+504
New +$11.2K ﹤0.01% 1179

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CAPTRUST Financial Advisors's TMHC Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Taylor Morrison (TMHC) stake by 24% in Q2 2026, selling an estimated $241K and leaving 12,212 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

CAPTRUST Financial Advisors first reported a position in TMHC in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.15M in Q2 2023. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,212 shares of Taylor Morrison worth $876K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 3,791 Taylor Morrison shares in Q2 2026, an estimated $241K.
  • Taylor Morrison made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1821 holding.
  • CAPTRUST Financial Advisors first reported a position in Taylor Morrison in Q2 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's Taylor Morrison position peaked at $1.15M in Q2 2023.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.