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 $5.72T 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

Measured Wealth Private Client Group's TMHC Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Taylor Morrison (TMHC) stake by 97% in Q1 2026, selling an estimated $173K and leaving 93 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Measured Wealth Private Client Group first reported a position in TMHC in Q4 2022 and has held it in 13 quarters since. The position peaked at $652K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Measured Wealth Private Client Group held 93 shares of Taylor Morrison worth $5.42K as of Q1 2026.
Measured Wealth Private Client Group sold 2,765 Taylor Morrison shares in Q1 2026, an estimated $173K.
Taylor Morrison made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #606 holding.
Measured Wealth Private Client Group first reported a position in Taylor Morrison in Q4 2022 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Taylor Morrison position peaked at $652K in Q3 2024.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.