CCM
TMHC

Coldstream Capital Management’s Taylor Morrison TMHC Stock Holding History

Coldstream Capital 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
2026
Q1 		$385K Sell
6,612
-1,129
-15% -$70.6K ﹤0.01% 836
2025
Q4 		$456K Sell
7,741
-729
-9% -$44.6K 0.01% 759
2025
Q3 		$559K Buy
8,470
+2,325
+38% +$153K 0.01% 700
2025
Q2 		$377K Buy
6,145
+63
+1% +$3.66K 0.01% 774
2025
Q1 		$365K Sell
6,082
-10
-0.2% -$623 0.01% 744
2024
Q4 		$373K Sell
6,092
-341
-5% -$23.3K 0.01% 720
2024
Q3 		$452K Buy
6,433
+61
+1% +$3.91K 0.01% 647
2024
Q2 		$353K Buy
6,372
+63
+1% +$3.6K 0.01% 702
2024
Q1 		$392K Sell
6,309
-60
-0.9% -$3.31K 0.01% 656
2023
Q4 		$340K Buy
6,369
+20
+0.3% +$894 0.01% 658
2023
Q3 		$271K Sell
6,349
-6
-0.1% -$282 0.01% 631
2023
Q2 		$310K Sell
6,355
-22
-0.3% -$947 0.01% 615
2023
Q1 		$244K Buy
+6,377
New +$224K 0.01% 704
2022
Q1 		– Sell
-6,472
Closed -$226K – 859
2021
Q4 		$226K Buy
+6,472
New +$202K 0.01% 742

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coldstream Capital Management's TMHC Position: Q1 2026 in Review

Coldstream Capital Management reduced its Taylor Morrison (TMHC) stake by 15% in Q1 2026, selling an estimated $70.6K and leaving 6,612 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Coldstream Capital Management first reported a position in TMHC in Q4 2021 and has held it in 14 quarters since. The position peaked at $559K in Q3 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Coldstream Capital Management held 6,612 shares of Taylor Morrison worth $385K as of Q1 2026.
  • Coldstream Capital Management sold 1,129 Taylor Morrison shares in Q1 2026, an estimated $70.6K.
  • Taylor Morrison made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #836 holding.
  • Coldstream Capital Management first reported a position in Taylor Morrison in Q4 2021 and has held it in 14 quarters since.
  • Coldstream Capital Management's Taylor Morrison position peaked at $559K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.