SC
TMHC

Schubert & Co’s Taylor Morrison TMHC Stock Holding History

Schubert & Co’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 		$408K Sell
5,681
-392
-6% -$24.9K 0.28% 48
2026
Q1 		$354K Sell
6,073
-15
-0.2% -$937 0.29% 51
2025
Q4 		$358K Buy
6,088
+28
+0.5% +$1.71K 0.29% 54
2025
Q3 		$400K Buy
6,060
+48
+0.8% +$3.16K 0.29% 50
2025
Q2 		$369K Sell
6,012
-2,035
-25% -$118K 0.26% 44
2025
Q1 		$483K Sell
8,047
-1,296
-14% -$80.7K 0.33% 37
2024
Q4 		$572K Buy
9,343
+15
+0.2% +$1.02K 0.39% 29
2024
Q3 		$655K Buy
+9,328
New +$598K 0.47% 22
2023
Q2 		– Sell
-95
Closed -$3.63K – 1380
2023
Q1 		$3.63K Buy
95
+10
+12% +$351 ﹤0.01% 611
2022
Q4 		$2.58K Buy
85
+43
+102% +$1.2K ﹤0.01% 737
2022
Q3 		$1K Sell
42
-19
-31% -$493 ﹤0.01% 1269
2022
Q2 		$1K Buy
61
+35
+135% +$927 ﹤0.01% 1314
2022
Q1 		$1K Buy
26
+1
+4% +$30 ﹤0.01% 933
2021
Q4 		$1K Buy
+25
New +$780 ﹤0.01% 880

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Schubert & Co's TMHC Position: Q2 2026 in Review

Schubert & Co reduced its Taylor Morrison (TMHC) stake by 6.5% in Q2 2026, selling an estimated $24.9K and leaving 5,681 shares worth $408K. The position accounts for 0.28% of the portfolio, ranked #48.

Schubert & Co first reported a position in TMHC in Q4 2021 and has held it in 14 quarters since. The position peaked at $655K in Q3 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Schubert & Co held 5,681 shares of Taylor Morrison worth $408K as of Q2 2026.
  • Schubert & Co sold 392 Taylor Morrison shares in Q2 2026, an estimated $24.9K.
  • Taylor Morrison made up 0.28% of Schubert & Co's portfolio in Q2 2026, its #48 holding.
  • Schubert & Co first reported a position in Taylor Morrison in Q4 2021 and has held it in 14 quarters since.
  • Schubert & Co's Taylor Morrison position peaked at $655K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.