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 Q3	–	Sell	-390	Closed	-$28K	–	1568
2026 Q2	$28K	Hold	390	–	–	0.01%	307
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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Wealth Management Group's TMHC Position: Q3 2026 in Review

Private Wealth Management Group sold out of Taylor Morrison (TMHC) in Q3 2026, closing a stake of 390 shares — an estimated $28K sold.

Private Wealth Management Group first reported a position in TMHC in Q4 2023 and held it in 11 quarters. The position peaked at $45.4K in Q1 2024. 2 funds tracked by Wall St. Rank hold TMHC as of Q3 2026.

Private Wealth Management Group reported no remaining Taylor Morrison position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 390 Taylor Morrison shares in Q3 2026, an estimated $28K.
Private Wealth Management Group first reported a position in Taylor Morrison in Q4 2023 and held it in 11 quarters.
Private Wealth Management Group's Taylor Morrison position peaked at $45.4K in Q1 2024.
2 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.