SWM
TMHC

Spire Wealth Management’s Taylor Morrison TMHC Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-1,216
Closed -$80.3K – 2478
2025
Q3 		$80.3K Hold
1,216
– – ﹤0.01% 1075
2025
Q2 		$74.7K Sell
1,216
-300
-20% -$17.4K ﹤0.01% 1080
2025
Q1 		$91K Sell
1,516
-184
-11% -$11.5K ﹤0.01% 1070
2024
Q4 		$104K Buy
+1,700
New +$116K ﹤0.01% 1018
2024
Q3 		– Sell
-75
Closed -$4.16K – 2268
2024
Q2 		$4.16K Buy
+75
New +$4.29K ﹤0.01% 1874
2023
Q2 		– Sell
-27
Closed -$1.03K – 2538
2023
Q1 		$1.03K Buy
27
+7
+35% +$246 ﹤0.01% 2384
2022
Q4 		$1K Buy
+20
New +$557 ﹤0.01% 2256

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spire Wealth Management's TMHC Position: Q4 2025 in Review

Spire Wealth Management sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 1,216 shares — an estimated $80.3K sold.

Spire Wealth Management first reported a position in TMHC in Q4 2022 and held it in 7 quarters. The position peaked at $104K in Q4 2024. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Spire Wealth Management reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,216 Taylor Morrison shares in Q4 2025, an estimated $80.3K.
  • Spire Wealth Management first reported a position in Taylor Morrison in Q4 2022 and held it in 7 quarters.
  • Spire Wealth Management's Taylor Morrison position peaked at $104K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.