Creative Planning

Creative Planning’s Taylor Morrison TMHC Stock Holding History

Creative Planning’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	$6.58M	Buy	112,930 +57,710	+105%	+$3.61M	﹤0.01%	983
2025 Q4	$3.25M	Buy	55,220 +531	+1%	+$32.5K	﹤0.01%	1326
2025 Q3	$3.61M	Buy	54,689 +11,516	+27%	+$758K	﹤0.01%	1078
2025 Q2	$2.65M	Buy	43,173 +5,272	+14%	+$306K	﹤0.01%	1113
2025 Q1	$2.28M	Buy	37,901 +7,487	+25%	+$466K	﹤0.01%	1096
2024 Q4	$1.86M	Buy	30,414 +691	+2%	+$47.2K	﹤0.01%	1174
2024 Q3	$2.09M	Buy	29,723 +9,408	+46%	+$603K	﹤0.01%	1032
2024 Q2	$1.13M	Buy	20,315 +3,533	+21%	+$202K	﹤0.01%	1324
2024 Q1	$1.04M	Buy	16,782 +2,845	+20%	+$157K	﹤0.01%	1315
2023 Q4	$744K	Buy	13,937 +2,227	+19%	+$99.6K	﹤0.01%	1436
2023 Q3	$499K	Buy	11,710 +233	+2%	+$11K	﹤0.01%	1576
2023 Q2	$560K	Buy	11,477 +2,676	+30%	+$115K	﹤0.01%	1479
2023 Q1	$337K	Buy	8,801 +1,883	+27%	+$66.2K	﹤0.01%	1728
2022 Q4	$210K	Buy	+6,918	New	+$193K	﹤0.01%	1992

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