SVB Wealth’s Taylor Morrison TMHC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-3,413	Closed	-$205K	–	1527
2025 Q1	$205K	Sell	3,413 -4	-0.1%	-$249	0.01%	308
2024 Q4	$209K	Buy	+3,417	New	+$233K	﹤0.01%	669
2024 Q2	–	Sell	-3,608	Closed	-$224K	–	817
2024 Q1	$224K	Buy	+3,608	New	+$199K	0.01%	728
2023 Q3	–	Sell	-4,682	Closed	-$228K	–	928
2023 Q2	$228K	Buy	+4,682	New	+$202K	﹤0.01%	778

Other funds holding TMHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SVB Wealth's TMHC Position: Q2 2025 in Review

SVB Wealth sold out of Taylor Morrison (TMHC) in Q2 2025, closing a stake of 3,413 shares — an estimated $205K sold.

SVB Wealth first reported a position in TMHC in Q2 2023 and held it in 4 quarters. The position peaked at $228K in Q2 2023. 436 funds tracked by Wall St. Rank hold TMHC as of Q2 2025.

SVB Wealth reported no remaining Taylor Morrison position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3,413 Taylor Morrison shares in Q2 2025, an estimated $205K.
SVB Wealth first reported a position in Taylor Morrison in Q2 2023 and held it in 4 quarters.
SVB Wealth's Taylor Morrison position peaked at $228K in Q2 2023.
436 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.