High Note Wealth’s Taylor Morrison TMHC Stock Holding History

High Note 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
2025 Q2	–	Sell	-69	Closed	-$4.14K	–	984
2025 Q1	$4.14K	Hold	69	–	–	﹤0.01%	499
2024 Q4	$4.22K	Buy	+69	New	+$4.71K	﹤0.01%	519

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

High Note Wealth's TMHC Position: Q2 2025 in Review

High Note Wealth sold out of Taylor Morrison (TMHC) in Q2 2025, closing a stake of 69 shares — an estimated $4.14K sold.

High Note Wealth first reported a position in TMHC in Q4 2024 and held it in 2 quarters. The position peaked at $4.22K in Q4 2024. 436 funds tracked by Wall St. Rank hold TMHC as of Q2 2025.

High Note Wealth reported no remaining Taylor Morrison position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 69 Taylor Morrison shares in Q2 2025, an estimated $4.14K.
High Note Wealth first reported a position in Taylor Morrison in Q4 2024 and held it in 2 quarters.
High Note Wealth's Taylor Morrison position peaked at $4.22K in Q4 2024.
436 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.