CWM
TMHC

Congress Wealth Management’s Taylor Morrison TMHC Stock Holding History

Congress 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 		$2.19M Buy
35,686
+14,892
+72% +$865K 0.02% 538
2025
Q1 		$1.25M Buy
20,794
+434
+2% +$27K 0.02% 580
2024
Q4 		$1.25M Sell
20,360
-15,974
-44% -$1.09M 0.02% 488
2024
Q3 		$2.55M Buy
36,334
+18,998
+110% +$1.22M 0.03% 386
2024
Q2 		$961K Buy
+17,336
New +$991K 0.02% 431

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

Congress Wealth Management's TMHC Position: Q2 2025 in Review

Congress Wealth Management increased its Taylor Morrison (TMHC) stake by 72% in Q2 2025, buying an estimated $865K and bringing the position to 35,686 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #538.

Congress Wealth Management first reported a position in TMHC in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.55M in Q3 2024. 436 funds tracked by Wall St. Rank hold TMHC as of Q2 2025.

  • Congress Wealth Management held 35,686 shares of Taylor Morrison worth $2.19M as of Q2 2025.
  • Congress Wealth Management bought 14,892 Taylor Morrison shares in Q2 2025, an estimated $865K.
  • Taylor Morrison made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #538 holding.
  • Congress Wealth Management first reported a position in Taylor Morrison in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Taylor Morrison position peaked at $2.55M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2025.

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