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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Journey Strategic Wealth's TMHC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Taylor Morrison (TMHC) stake by 0.52% in Q1 2026, buying an estimated $1.63K and bringing the position to 5,037 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #555.

Journey Strategic Wealth first reported a position in TMHC in Q2 2023 and has held it in 11 quarters since. The position peaked at $317K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Journey Strategic Wealth held 5,037 shares of Taylor Morrison worth $293K as of Q1 2026.
Journey Strategic Wealth bought 26 Taylor Morrison shares in Q1 2026, an estimated $1.63K.
Taylor Morrison made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #555 holding.
Journey Strategic Wealth first reported a position in Taylor Morrison in Q2 2023 and has held it in 11 quarters since.
Journey Strategic Wealth's Taylor Morrison position peaked at $317K in Q3 2024.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.