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Evolve Private Wealth’s Taylor Morrison TMHC Stock Holding History

Evolve 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
Q2 		$984K Sell
13,714
-2,580
-16% -$164K 0.06% 283
2026
Q1 		$949K Buy
16,294
+134
+0.8% +$8.38K 0.05% 347
2025
Q4 		$951K Buy
+16,160
New +$988K 0.06% 308

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Evolve Private Wealth's TMHC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Taylor Morrison (TMHC) stake by 16% in Q2 2026, selling an estimated $164K and leaving 13,714 shares worth $984K. The position accounts for 0.06% of the portfolio, ranked #283.

Evolve Private Wealth first reported a position in TMHC in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Evolve Private Wealth held 13,714 shares of Taylor Morrison worth $984K as of Q2 2026.
  • Evolve Private Wealth sold 2,580 Taylor Morrison shares in Q2 2026, an estimated $164K.
  • Taylor Morrison made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #283 holding.
  • Evolve Private Wealth first reported a position in Taylor Morrison in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.