MWPCG
TMHC

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
Q2 		$6.67K Hold
93
– – ﹤0.01% 604
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Measured Wealth Private Client Group's TMHC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Taylor Morrison (TMHC) position steady in Q2 2026 at 93 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Measured Wealth Private Client Group first reported a position in TMHC in Q4 2022 and has held it in 14 quarters since. The position peaked at $652K in Q3 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Measured Wealth Private Client Group held 93 shares of Taylor Morrison worth $6.67K as of Q2 2026.
  • Measured Wealth Private Client Group left its Taylor Morrison share count unchanged in Q2 2026.
  • Taylor Morrison made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #604 holding.
  • Measured Wealth Private Client Group first reported a position in Taylor Morrison in Q4 2022 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's Taylor Morrison position peaked at $652K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.