KAS
TMHC

Kestra Advisory Services’s Taylor Morrison TMHC Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,873
Closed -$110K – 4302
2025
Q4 		$110K Buy
+1,873
New +$115K ﹤0.01% 3347

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T 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 $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kestra Advisory Services's TMHC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Taylor Morrison (TMHC) in Q1 2026, closing a stake of 1,873 shares — an estimated $110K sold.

Kestra Advisory Services first reported a position in TMHC in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Taylor Morrison position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,873 Taylor Morrison shares in Q1 2026, an estimated $110K.
  • Kestra Advisory Services first reported a position in Taylor Morrison in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Taylor Morrison position peaked at $110K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.