SAL
TMHC

SACKS & ASSOCIATES, LLC’s Taylor Morrison TMHC Stock Holding History

SACKS & ASSOCIATES, LLC’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 		– Sell
-14,009
Closed -$816K – 82
2026
Q1 		$816K Sell
14,009
-890
-6% -$55.6K 0.61% 39
2025
Q4 		$877K Buy
+14,899
New +$911K 0.64% 38

Other funds holding TMHC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's TMHC Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC sold out of Taylor Morrison (TMHC) in Q2 2026, closing a stake of 14,009 shares — an estimated $816K sold.

SACKS & ASSOCIATES, LLC first reported a position in TMHC in Q4 2025 and held it in 2 quarters. The position peaked at $877K in Q4 2025. 150 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • SACKS & ASSOCIATES, LLC reported no remaining Taylor Morrison position as of Q2 2026 after selling out during the quarter.
  • SACKS & ASSOCIATES, LLC sold 14,009 Taylor Morrison shares in Q2 2026, an estimated $816K.
  • SACKS & ASSOCIATES, LLC first reported a position in Taylor Morrison in Q4 2025 and held it in 2 quarters.
  • SACKS & ASSOCIATES, LLC's Taylor Morrison position peaked at $877K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.