Shelton Capital Management’s Taylor Morrison TMHC Stock Holding History

Shelton Capital Management’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	$218K	Buy	+3,032	New	+$193K	﹤0.01%	676
2025 Q4	–	Sell	-3,670	Closed	-$242K	–	765
2025 Q3	$242K	Hold	3,670	–	–	0.01%	589
2025 Q2	$225K	Sell	3,670 -127	-3%	-$7.38K	0.01%	621
2025 Q1	$228K	Sell	3,797 -137	-3%	-$8.53K	0.01%	602
2024 Q4	$241K	Sell	3,934 -317	-7%	-$21.6K	0.01%	605
2024 Q3	$299K	Hold	4,251	–	–	0.01%	502
2024 Q2	$236K	Sell	4,251 -466	-10%	-$26.6K	0.01%	607
2024 Q1	$293K	Hold	4,717	–	–	0.01%	544
2023 Q4	$252K	Sell	4,717 -333	-7%	-$14.9K	0.01%	574
2023 Q3	$215K	Sell	5,050 -392	-7%	-$18.4K	0.01%	625
2023 Q2	$265K	Hold	5,442	–	–	0.01%	563
2023 Q1	$208K	Buy	+5,442	New	+$191K	0.01%	673
2022 Q1	–	Sell	-6,640	Closed	-$232K	–	870
2021 Q4	$232K	Buy	+6,640	New	+$207K	0.01%	716
2021 Q2	–	Sell	-7,244	Closed	-$223K	–	859
2021 Q1	$223K	Buy	+7,244	New	+$203K	0.01%	715

Other funds holding TMHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Shelton Capital Management's TMHC Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Taylor Morrison (TMHC) in Q2 2026: 3,032 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in TMHC as recently as Q3 2025.

Shelton Capital Management first reported a position in TMHC in Q1 2021 and has held it in 14 quarters since. The position peaked at $299K in Q3 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Shelton Capital Management held 3,032 shares of Taylor Morrison worth $218K as of Q2 2026.
Taylor Morrison was a new Shelton Capital Management position in Q2 2026.
Taylor Morrison made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #676 holding.
Shelton Capital Management first reported a position in Taylor Morrison in Q1 2021 and has held it in 14 quarters since.
Shelton Capital Management's Taylor Morrison position peaked at $299K in Q3 2024.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.