CTWM
TMHC

Cherry Tree Wealth Management’s Taylor Morrison TMHC Stock Holding History

Cherry Tree 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 		– Sell
-96
Closed -$5.76K – 745
2025
Q1 		$5.76K Buy
+96
New +$5.98K ﹤0.01% 510

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

Cherry Tree Wealth Management's TMHC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Taylor Morrison (TMHC) in Q2 2025, closing a stake of 96 shares — an estimated $5.76K sold.

Cherry Tree Wealth Management first reported a position in TMHC in Q1 2025 and held it in 1 quarter. The position peaked at $5.76K in Q1 2025. 436 funds tracked by Wall St. Rank hold TMHC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Taylor Morrison position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 96 Taylor Morrison shares in Q2 2025, an estimated $5.76K.
  • Cherry Tree Wealth Management first reported a position in Taylor Morrison in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Taylor Morrison position peaked at $5.76K in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.