PWPS
TMHC

Pinnacle Wealth Planning Services’s Taylor Morrison TMHC Stock Holding History

Pinnacle Wealth Planning Services’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 		$77K Hold
1,322
– – 0.01% 961
2025
Q4 		$77.8K Buy
+1,322
New +$80.8K 0.01% 927
2021
Q1 		– Sell
-2,105
Closed -$54K – 1789
2020
Q4 		$54K Buy
+2,105
New +$53.7K 0.01% 762

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's TMHC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Taylor Morrison (TMHC) position steady in Q1 2026 at 1,322 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #961.

Pinnacle Wealth Planning Services first reported a position in TMHC in Q4 2020 and has held it in 3 quarters since. The position peaked at $77.8K in Q4 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,322 shares of Taylor Morrison worth $77K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Taylor Morrison share count unchanged in Q1 2026.
  • Taylor Morrison made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #961 holding.
  • Pinnacle Wealth Planning Services first reported a position in Taylor Morrison in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Taylor Morrison position peaked at $77.8K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.