Private Wealth Management Group’s Taylor Morrison TMHC Stock Holding History

Private Wealth Management 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	$22.7K	Hold	390	–	–	0.01%	306
2025 Q4	$23K	Hold	390	–	–	0.01%	296
2025 Q3	$25.7K	Hold	390	–	–	0.01%	276
2025 Q2	$24K	Sell	390 -4	-1%	-$232	0.01%	268
2025 Q1	$23.7K	Sell	394 -3	-0.8%	-$187	0.01%	264
2024 Q4	$24.3K	Sell	397 -53	-12%	-$3.62K	0.01%	267
2024 Q3	$31.6K	Sell	450 -84	-16%	-$5.38K	0.01%	215
2024 Q2	$29.6K	Sell	534 -196	-27%	-$11.2K	0.01%	214
2024 Q1	$45.4K	Hold	730	–	–	0.02%	165
2023 Q4	$38.9K	Buy	+730	New	+$32.6K	0.02%	187

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $77B AUM 50.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return