PWA
TMHC

Principia Wealth Advisory’s Taylor Morrison TMHC Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$353 Buy
+6
New +$367 ﹤0.01% 870
2025
Q1 		– Sell
-16
Closed -$979 – 911
2024
Q4 		$979 Buy
+16
New +$1.09K ﹤0.01% 369

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principia Wealth Advisory's TMHC Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Taylor Morrison (TMHC) in Q4 2025: 6 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in TMHC as recently as Q4 2024.

Principia Wealth Advisory first reported a position in TMHC in Q4 2024 and has held it in 2 quarters since. The position peaked at $979 in Q4 2024. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Principia Wealth Advisory held 6 shares of Taylor Morrison worth $353 as of Q4 2025.
  • Taylor Morrison was a new Principia Wealth Advisory position in Q4 2025.
  • Taylor Morrison made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #870 holding.
  • Principia Wealth Advisory first reported a position in Taylor Morrison in Q4 2024 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Taylor Morrison position peaked at $979 in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.