JSW
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Journey Strategic Wealth’s Taylor Morrison TMHC Stock Holding History

Journey Strategic 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
Q1 		$293K Buy
5,037
+26
+0.5% +$1.63K 0.01% 555
2025
Q4 		$295K Buy
5,011
+261
+5% +$16K 0.01% 513
2025
Q3 		$314K Sell
4,750
-68
-1% -$4.48K 0.01% 461
2025
Q2 		$296K Buy
4,818
+299
+7% +$17.4K 0.01% 441
2025
Q1 		$271K Buy
4,519
+1
+0% +$62 0.01% 364
2024
Q4 		$277K Hold
4,518
– – 0.01% 357
2024
Q3 		$317K Buy
4,518
+48
+1% +$3.08K 0.01% 321
2024
Q2 		$248K Buy
4,470
+64
+1% +$3.66K 0.01% 300
2024
Q1 		$274K Hold
4,406
– – 0.01% 208
2023
Q4 		$235K Buy
+4,406
New +$197K 0.01% 178
2023
Q3 		– Sell
-4,406
Closed -$215K – 223
2023
Q2 		$215K Buy
+4,406
New +$190K 0.01% 160

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return