IC
TMHC

Innealta Capital’s Taylor Morrison TMHC Stock Holding History

Innealta Capital’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
-3,159
Closed -$209K – 111
2025
Q3 		$209K Sell
3,159
-1,635
-34% -$108K 0.1% 90
2025
Q2 		$294K Hold
4,794
– – 0.16% 65
2025
Q1 		$288K Sell
4,794
-530
-10% -$33K 0.16% 71
2024
Q4 		$326K Buy
5,324
+1,438
+37% +$98.1K 0.16% 71
2024
Q3 		$273K Sell
3,886
-1,654
-30% -$106K 0.11% 99
2024
Q2 		$307K Buy
5,540
+1,831
+49% +$105K 0.1% 86
2024
Q1 		$231K Sell
3,709
-86
-2% -$4.74K 0.1% 82
2023
Q4 		$202K Buy
+3,795
New +$170K 0.09% 85

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

Innealta Capital's TMHC Position: Q4 2025 in Review

Innealta Capital sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 3,159 shares — an estimated $209K sold.

Innealta Capital first reported a position in TMHC in Q4 2023 and held it in 8 quarters. The position peaked at $326K in Q4 2024. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Innealta Capital reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
  • Innealta Capital sold 3,159 Taylor Morrison shares in Q4 2025, an estimated $209K.
  • Innealta Capital first reported a position in Taylor Morrison in Q4 2023 and held it in 8 quarters.
  • Innealta Capital's Taylor Morrison position peaked at $326K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Innealta Capital's 13F filing for Q4 2025, filed 30 Jan 2026.