RFP
TMHC

Root Financial Partners’s Taylor Morrison TMHC Stock Holding History

Root Financial Partners’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 		– Sell
-638
Closed -$37.2K – 2932
2026
Q1 		$37.2K Buy
638
+253
+66% +$15.8K ﹤0.01% 1010
2025
Q4 		$22.7K Sell
385
-18
-4% -$1.1K ﹤0.01% 1122
2025
Q3 		$26.6K Buy
+403
New +$26.5K ﹤0.01% 966

Other funds holding TMHC

Retirement Systems of Alabama
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's TMHC Position: Q2 2026 in Review

Root Financial Partners sold out of Taylor Morrison (TMHC) in Q2 2026, closing a stake of 638 shares — an estimated $37.2K sold.

Root Financial Partners first reported a position in TMHC in Q3 2025 and held it in 3 quarters. The position peaked at $37.2K in Q1 2026. 95 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Root Financial Partners reported no remaining Taylor Morrison position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 638 Taylor Morrison shares in Q2 2026, an estimated $37.2K.
  • Root Financial Partners first reported a position in Taylor Morrison in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Taylor Morrison position peaked at $37.2K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.