JWA
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JFS Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

JFS Wealth Advisors’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 		$13.1K Buy
182
+5
+3% +$318 ﹤0.01% 899
2026
Q1 		$10.3K Buy
177
+4
+2% +$250 ﹤0.01% 939
2025
Q4 		$10.2K Buy
173
+42
+32% +$2.57K ﹤0.01% 965
2025
Q3 		$8.65K Hold
131
– – ﹤0.01% 943
2025
Q2 		$8.05K Hold
131
– – ﹤0.01% 937
2025
Q1 		$7.87K Hold
131
– – ﹤0.01% 959
2024
Q4 		$8.02K Hold
131
– – ﹤0.01% 931
2024
Q3 		$9.21K Buy
131
+3
+2% +$192 ﹤0.01% 887
2024
Q2 		$7.1K Hold
128
– – ﹤0.01% 915
2024
Q1 		$7.96K Hold
128
– – ﹤0.01% 895
2023
Q4 		$6.83K Sell
128
-7
-5% -$313 ﹤0.01% 931
2023
Q3 		$5.75K Hold
135
– – ﹤0.01% 933
2023
Q2 		$6.58K Hold
135
– – ﹤0.01% 886
2023
Q1 		$5.17K Buy
135
+1
+0.7% +$35 ﹤0.01% 972
2022
Q4 		$4.07K Buy
134
+15
+13% +$418 ﹤0.01% 1075
2022
Q3 		$3K Buy
119
+83
+231% +$2.16K ﹤0.01% 1248
2022
Q2 		$1K Sell
36
-72
-67% -$1.91K ﹤0.01% 1650
2022
Q1 		$3K Buy
108
+59
+120% +$1.79K ﹤0.01% 1326
2021
Q4 		$2K Buy
+49
New +$1.53K ﹤0.01% 1172

Other funds holding TMHC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM