SWP
TMHC

Strategic Wealth Partners’s Taylor Morrison TMHC Stock Holding History

Strategic Wealth Partners’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 		$4.48K Hold
77
– – ﹤0.01% 1049
2025
Q4 		$4.53K Hold
77
– – ﹤0.01% 1068
2025
Q3 		$5.08K Hold
77
– – ﹤0.01% 1030
2025
Q2 		$4.73K Buy
+77
New +$4.47K ﹤0.01% 905

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Strategic Wealth Partners's TMHC Position: Q1 2026 in Review

Strategic Wealth Partners held its Taylor Morrison (TMHC) position steady in Q1 2026 at 77 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Strategic Wealth Partners first reported a position in TMHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.08K in Q3 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Strategic Wealth Partners held 77 shares of Taylor Morrison worth $4.48K as of Q1 2026.
  • Strategic Wealth Partners left its Taylor Morrison share count unchanged in Q1 2026.
  • Taylor Morrison made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1049 holding.
  • Strategic Wealth Partners first reported a position in Taylor Morrison in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Taylor Morrison position peaked at $5.08K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.