O'Shaughnessy Asset Management’s Taylor Morrison TMHC Stock Holding History

O'Shaughnessy Asset Management’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	$2.39M	Buy	33,342 +536	+2%	+$34K	0.01%	836
2026 Q1	$1.91M	Buy	32,806 +254	+0.8%	+$15.9K	0.01%	906
2025 Q4	$1.92M	Sell	32,552 -4,647	-12%	-$284K	0.01%	861
2025 Q3	$2.46M	Buy	37,199 +1,150	+3%	+$75.7K	0.01%	737
2025 Q2	$2.21M	Sell	36,049 -801	-2%	-$46.5K	0.02%	727
2025 Q1	$2.21M	Sell	36,850 -692	-2%	-$43.1K	0.02%	658
2024 Q4	$2.3M	Sell	37,542 -1,944	-5%	-$133K	0.02%	615
2024 Q3	$2.7M	Sell	39,486 -8,331	-17%	-$534K	0.02%	559
2024 Q2	$2.65M	Sell	47,817 -3,075	-6%	-$176K	0.03%	519
2024 Q1	$3.16M	Sell	50,892 -12,994	-20%	-$716K	0.04%	454
2023 Q4	$3.41M	Sell	63,886 -6,246	-9%	-$279K	0.05%	393
2023 Q3	$2.99M	Sell	70,132 -6,270	-8%	-$295K	0.04%	385
2023 Q2	$3.73M	Sell	76,402 -2,481	-3%	-$107K	0.06%	330
2023 Q1	$3.02M	Buy	78,883 +49,938	+173%	+$1.75M	0.05%	370
2022 Q4	$878K	Buy	28,945 +15,751	+119%	+$439K	0.01%	629
2022 Q3	$308K	Buy	+13,194	New	+$343K	0.01%	920
2021 Q1	–	Sell	-38	Closed	-$1K	–	2461
2020 Q4	$1K	Sell	38 -313	-89%	-$7.98K	﹤0.01%	1998
2020 Q3	$9K	Sell	351 -280	-44%	-$6.62K	﹤0.01%	1391
2020 Q2	$12K	Buy	631 +593	+1,561%	+$9.34K	﹤0.01%	1234
2020 Q1	$0	Sell	38 -191	-83%	-$4.11K	﹤0.01%	1791
2019 Q4	$5K	Buy	+229	New	+$5.5K	﹤0.01%	1467
2018 Q2	–	Sell	-9,391	Closed	-$219K	–	995
2018 Q1	$219K	Sell	9,391 -171	-2%	-$4.26K	﹤0.01%	496
2017 Q4	$234K	Sell	9,562 -559	-6%	-$13.1K	0.01%	509
2017 Q3	$223K	Sell	10,121 -2,508	-20%	-$55.4K	0.01%	494
2017 Q2	$303K	Buy	+12,629	New	+$291K	0.01%	447

Other funds holding TMHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

O'Shaughnessy Asset Management's TMHC Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Taylor Morrison (TMHC) stake by 1.6% in Q2 2026, buying an estimated $34K and bringing the position to 33,342 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #836.

O'Shaughnessy Asset Management first reported a position in TMHC in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.73M in Q2 2023. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

O'Shaughnessy Asset Management held 33,342 shares of Taylor Morrison worth $2.39M as of Q2 2026.
O'Shaughnessy Asset Management bought 536 Taylor Morrison shares in Q2 2026, an estimated $34K.
Taylor Morrison made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #836 holding.
O'Shaughnessy Asset Management first reported a position in Taylor Morrison in Q2 2017 and has held it in 25 quarters since.
O'Shaughnessy Asset Management's Taylor Morrison position peaked at $3.73M in Q2 2023.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.