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 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Private Wealth Management Group's TMHC Position: Q2 2026 in Review

Private Wealth Management Group held its Taylor Morrison (TMHC) position steady in Q2 2026 at 390 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #307.

Private Wealth Management Group first reported a position in TMHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.4K in Q1 2024. 88 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Private Wealth Management Group held 390 shares of Taylor Morrison worth $28K as of Q2 2026.
Private Wealth Management Group left its Taylor Morrison share count unchanged in Q2 2026.
Taylor Morrison made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #307 holding.
Private Wealth Management Group first reported a position in Taylor Morrison in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Taylor Morrison position peaked at $45.4K in Q1 2024.
88 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.