Tortoise Investment Management’s Taylor Morrison TMHC Stock Holding History

Tortoise Investment 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	-103	Closed	-$6.8K	–	1326
2025 Q3	$6.8K	Buy	103 +3	+3%	+$197	﹤0.01%	662
2025 Q2	$6.14K	Hold	100	–	–	﹤0.01%	638
2025 Q1	$6K	Hold	100	–	–	﹤0.01%	618
2024 Q4	$6.12K	Buy	+100	New	+$6.83K	﹤0.01%	669
2021 Q1	–	Sell	-100	Closed	-$3K	–	596
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	501
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	496
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	473
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	531
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	545
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	518
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	579
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	572
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	513
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	519
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	530
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	509
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	524
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	458
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	458
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	440
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	453
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	406
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	480
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	382
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	384
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	372
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	402
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	389
2014 Q4	$2K	Hold	100	–	–	﹤0.01%	435
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	367
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	389
2014 Q1	$2K	Buy	+100	New	+$2.26K	﹤0.01%	329

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tortoise Investment Management's TMHC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 103 shares — an estimated $6.8K sold.

Tortoise Investment Management first reported a position in TMHC in Q1 2014 and held it in 32 quarters. The position peaked at $6.8K in Q3 2025. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

Tortoise Investment Management reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 103 Taylor Morrison shares in Q4 2025, an estimated $6.8K.
Tortoise Investment Management first reported a position in Taylor Morrison in Q1 2014 and held it in 32 quarters.
Tortoise Investment Management's Taylor Morrison position peaked at $6.8K in Q3 2025.
457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.