Corient Private Wealth

Corient Private Wealth’s Taylor Morrison TMHC Stock Holding History

Corient Private Wealth’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	$4.82M	Sell	82,761 -76,346	-48%	-$4.77M	0.01%	859
2025 Q4	$9.37M	Buy	159,107 +69,240	+77%	+$4.23M	0.01%	802
2025 Q3	$5.93M	Sell	89,867 -357	-0.4%	-$23.5K	0.01%	656
2025 Q2	$5.54M	Buy	90,224 +4,427	+5%	+$257K	0.01%	676
2025 Q1	$5.15M	Buy	85,797 +3,436	+4%	+$214K	0.01%	679
2024 Q4	$5.04M	Buy	82,361 +607	+0.7%	+$41.4K	0.01%	695
2024 Q3	$5.74M	Buy	81,754 +2,681	+3%	+$172K	0.01%	714
2024 Q2	$4.38M	Buy	79,073 +2,071	+3%	+$118K	0.01%	744
2024 Q1	$4.79M	Buy	77,002 +1,314	+2%	+$72.4K	0.01%	713
2023 Q4	$4.04M	Sell	75,688 -10,251	-12%	-$458K	0.01%	754
2023 Q3	$3.66M	Sell	85,939 -9,668	-10%	-$455K	0.01%	718
2023 Q2	$4.66M	Buy	95,607 +30,545	+47%	+$1.32M	0.01%	651
2023 Q1	$2.49M	Buy	65,062 +9,910	+18%	+$348K	0.01%	775
2022 Q4	$1.67M	Buy	+55,152	New	+$1.54M	0.01%	761

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $77B AUM 50.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return