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MWPCG
Measured Wealth Private Client Group’s
Taylor Morrison
TMHC
Stock Holding History
Measured Wealth Private Client Group’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
$5.42K
Sell
93
-2,765
-97%
-$173K
﹤0.01%
606
2025
Q4
$168K
Sell
2,858
-51
-2%
-$3.12K
0.04%
212
2025
Q3
$192K
Buy
+2,909
New
+$191K
0.05%
186
2025
Q2
–
Sell
-3,545
Closed
-$213K
–
197
2025
Q1
$213K
Sell
3,545
-5,788
-62%
-$360K
0.07%
163
2024
Q4
$571K
Buy
9,333
+50
+0.5%
+$3.41K
0.18%
71
2024
Q3
$652K
Sell
9,283
-491
-5%
-$31.5K
0.22%
63
2024
Q2
$542K
Buy
9,774
+30
+0.3%
+$1.72K
0.19%
83
2024
Q1
$606K
Buy
9,744
+386
+4%
+$21.3K
0.21%
79
2023
Q4
$499K
Sell
9,358
-40
-0.4%
-$1.79K
0.18%
93
2023
Q3
$400K
Buy
9,398
+358
+4%
+$16.8K
0.16%
101
2023
Q2
$441K
Sell
9,040
-733
-8%
-$31.6K
0.17%
102
2023
Q1
$374K
Buy
9,773
+3,151
+48%
+$111K
0.14%
113
2022
Q4
$201K
Buy
+6,622
New
+$185K
0.08%
163
Other funds holding TMHC
BlackRock
New York
$5.7T 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
$77B AUM
50.57%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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