EWM
TMHC

Empirical Wealth Management’s Taylor Morrison TMHC Stock Holding History

Empirical 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
Q4 		– Sell
-8,497
Closed -$561K – 976
2025
Q3 		$561K Buy
8,497
+1,297
+18% +$85.4K 0.01% 445
2025
Q2 		$442K Buy
7,200
+900
+14% +$52.3K 0.01% 440
2025
Q1 		$378K Buy
6,300
+1,207
+24% +$75.1K 0.01% 461
2024
Q4 		$312K Buy
5,093
+619
+14% +$42.2K 0.01% 493
2024
Q3 		$314K Buy
4,474
+392
+10% +$25.1K 0.01% 458
2024
Q2 		$226K Buy
+4,082
New +$233K 0.01% 513

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empirical Wealth Management's TMHC Position: Q4 2025 in Review

Empirical Wealth Management sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 8,497 shares — an estimated $561K sold.

Empirical Wealth Management first reported a position in TMHC in Q2 2024 and held it in 6 quarters. The position peaked at $561K in Q3 2025. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Empirical Wealth Management reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 8,497 Taylor Morrison shares in Q4 2025, an estimated $561K.
  • Empirical Wealth Management first reported a position in Taylor Morrison in Q2 2024 and held it in 6 quarters.
  • Empirical Wealth Management's Taylor Morrison position peaked at $561K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.