Steward Partners Investment Advisory’s Taylor Morrison TMHC Stock Holding History

Steward Partners Investment Advisory’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	$45.2K	Hold	776	–	–	﹤0.01%	2841
2025 Q4	$45.7K	Hold	776	–	–	﹤0.01%	2720
2025 Q3	$51.2K	Sell	776 -26	-3%	-$1.71K	﹤0.01%	2599
2025 Q2	$49.3K	Sell	802 -4	-0.5%	-$232	﹤0.01%	2491
2025 Q1	$48.4K	Hold	806	–	–	﹤0.01%	2397
2024 Q4	$49.3K	Buy	806 +13	+2%	+$887	﹤0.01%	2342
2024 Q3	$55.7K	Buy	793 +17	+2%	+$1.09K	﹤0.01%	2183
2024 Q2	$43K	Buy	776 +26	+3%	+$1.49K	﹤0.01%	2177
2024 Q1	$46.6K	Hold	750	–	–	﹤0.01%	2155
2023 Q4	$40K	Hold	750	–	–	﹤0.01%	2088
2023 Q3	$32K	Hold	750	–	–	﹤0.01%	2109
2023 Q2	$36.6K	Sell	750 -64	-8%	-$2.76K	﹤0.01%	2016
2023 Q1	$31.1K	Hold	814	–	–	﹤0.01%	2065
2022 Q4	$24.7K	Sell	814 -1,356	-62%	-$37.8K	﹤0.01%	2137
2022 Q3	$51K	Hold	2,170	–	–	﹤0.01%	1779
2022 Q2	$51K	Hold	2,170	–	–	﹤0.01%	1802
2022 Q1	$59K	Sell	2,170 -1,000	-32%	-$30.4K	﹤0.01%	1836
2021 Q4	$111K	Hold	3,170	–	–	﹤0.01%	1556
2021 Q3	$82K	Hold	3,170	–	–	﹤0.01%	1644
2021 Q2	$84K	Sell	3,170 -1,000	-24%	-$29.7K	﹤0.01%	2492
2021 Q1	$128K	Buy	4,170 +750	+22%	+$21.1K	﹤0.01%	1500
2020 Q4	$88K	Buy	3,420 +200	+6%	+$5.1K	﹤0.01%	1414
2020 Q3	$79K	Buy	3,220 +2,500	+347%	+$59.1K	﹤0.01%	1311
2020 Q2	$14K	Hold	720	–	–	﹤0.01%	1912
2020 Q1	$7K	Buy	+720	New	+$15.5K	﹤0.01%	1995

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

Steward Partners Investment Advisory's TMHC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Taylor Morrison (TMHC) position steady in Q1 2026 at 776 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Steward Partners Investment Advisory first reported a position in TMHC in Q1 2020 and has held it in 25 quarters since. The position peaked at $128K in Q1 2021. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Steward Partners Investment Advisory held 776 shares of Taylor Morrison worth $45.2K as of Q1 2026.
Steward Partners Investment Advisory left its Taylor Morrison share count unchanged in Q1 2026.
Taylor Morrison made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2841 holding.
Steward Partners Investment Advisory first reported a position in Taylor Morrison in Q1 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Taylor Morrison position peaked at $128K in Q1 2021.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.