Global Retirement Partners’s Taylor Morrison TMHC Stock Holding History

Global Retirement Partners’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	$3.83K	Buy	65 +16	+33%	+$978	﹤0.01%	3523
2025 Q3	$3.23K	Sell	49 -1,529	-97%	-$101K	﹤0.01%	3143
2025 Q2	$96.9K	Buy	+1,578	New	+$91.7K	﹤0.01%	1452
2024 Q4	$126K	Buy	2,066 +978	+90%	+$66.7K	﹤0.01%	1159
2024 Q3	$76.4K	Buy	1,088 +471	+76%	+$30.2K	﹤0.01%	1356
2024 Q2	$34.2K	Buy	617 +505	+451%	+$28.9K	﹤0.01%	1731
2024 Q1	$6.96K	Buy	112 +57	+104%	+$3.14K	﹤0.01%	2274
2023 Q4	$2.82K	Buy	55 +29	+112%	+$1.3K	﹤0.01%	2544
2023 Q3	$1.07K	Buy	26 +12	+86%	+$564	﹤0.01%	2749
2023 Q2	$683	Buy	+14	New	+$603	﹤0.01%	2879
2023 Q1	–	Sell	-11	Closed	-$334	–	3342
2022 Q4	$334	Hold	11	–	–	﹤0.01%	2846
2022 Q3	$0	Sell	11 -189	-95%	-$4.91K	﹤0.01%	2975
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	1917
2022 Q1	$5K	Buy	+200	New	+$6.08K	﹤0.01%	1913
2021 Q4	–	Sell	-200	Closed	-$5K	–	1649
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	1642
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	1591
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	1448
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	1462
2020 Q3	$5K	Buy	+200	New	+$4.73K	﹤0.01%	1339

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Global Retirement Partners's TMHC Position: Q4 2025 in Review

Global Retirement Partners increased its Taylor Morrison (TMHC) stake by 33% in Q4 2025, buying an estimated $978 and bringing the position to 65 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Global Retirement Partners first reported a position in TMHC in Q3 2020 and has held it in 19 quarters since. The position peaked at $126K in Q4 2024. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

Global Retirement Partners held 65 shares of Taylor Morrison worth $3.83K as of Q4 2025.
Global Retirement Partners bought 16 Taylor Morrison shares in Q4 2025, an estimated $978.
Taylor Morrison made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3523 holding.
Global Retirement Partners first reported a position in Taylor Morrison in Q3 2020 and has held it in 19 quarters since.
Global Retirement Partners's Taylor Morrison position peaked at $126K in Q4 2024.
457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.