DIA
TMHC

Dana Investment Advisors’s Taylor Morrison TMHC Stock Holding History

Dana Investment Advisors’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 		$3.86M Sell
66,272
-696
-1% -$43.5K 0.12% 214
2025
Q4 		$3.94M Sell
66,968
-485
-0.7% -$29.6K 0.11% 201
2025
Q3 		$4.45M Sell
67,453
-1,671
-2% -$110K 0.13% 182
2025
Q2 		$4.25M Sell
69,124
-598
-0.9% -$34.7K 0.14% 182
2025
Q1 		$4.19M Sell
69,722
-806
-1% -$50.2K 0.15% 172
2024
Q4 		$4.32M Sell
70,528
-9,223
-12% -$629K 0.14% 180
2024
Q3 		$5.6M Sell
79,751
-686
-0.9% -$43.9K 0.19% 154
2024
Q2 		$4.46M Sell
80,437
-2,096
-3% -$120K 0.15% 177
2024
Q1 		$5.13M Buy
+82,533
New +$4.55M 0.17% 163

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

Dana Investment Advisors's TMHC Position: Q1 2026 in Review

Dana Investment Advisors reduced its Taylor Morrison (TMHC) stake by 1% in Q1 2026, selling an estimated $43.5K and leaving 66,272 shares worth $3.86M. The position accounts for 0.12% of the portfolio, ranked #214.

Dana Investment Advisors first reported a position in TMHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.6M in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Dana Investment Advisors held 66,272 shares of Taylor Morrison worth $3.86M as of Q1 2026.
  • Dana Investment Advisors sold 696 Taylor Morrison shares in Q1 2026, an estimated $43.5K.
  • Taylor Morrison made up 0.12% of Dana Investment Advisors's portfolio in Q1 2026, its #214 holding.
  • Dana Investment Advisors first reported a position in Taylor Morrison in Q1 2024 and has held it in 9 quarters since.
  • Dana Investment Advisors's Taylor Morrison position peaked at $5.6M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.