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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Schubert & Co's TMHC Position: Q1 2026 in Review

Schubert & Co reduced its Taylor Morrison (TMHC) stake by 0.25% in Q1 2026, selling an estimated $937 and leaving 6,073 shares worth $354K. The position accounts for 0.29% of the portfolio, ranked #51.

Schubert & Co first reported a position in TMHC in Q4 2021 and has held it in 13 quarters since. The position peaked at $655K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Schubert & Co held 6,073 shares of Taylor Morrison worth $354K as of Q1 2026.
Schubert & Co sold 15 Taylor Morrison shares in Q1 2026, an estimated $937.
Taylor Morrison made up 0.29% of Schubert & Co's portfolio in Q1 2026, its #51 holding.
Schubert & Co first reported a position in Taylor Morrison in Q4 2021 and has held it in 13 quarters since.
Schubert & Co's Taylor Morrison position peaked at $655K in Q3 2024.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.