TWP
TMHC

Triad Wealth Partners’s Taylor Morrison TMHC Stock Holding History

Triad 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
Q2 		– Sell
-8,878
Closed -$517K – 609
2026
Q1 		$517K Buy
8,878
+366
+4% +$22.9K 0.04% 272
2025
Q4 		$501K Buy
+8,512
New +$520K 0.05% 267

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Triad Wealth Partners's TMHC Position: Q2 2026 in Review

Triad Wealth Partners sold out of Taylor Morrison (TMHC) in Q2 2026, closing a stake of 8,878 shares — an estimated $517K sold.

Triad Wealth Partners first reported a position in TMHC in Q4 2025 and held it in 2 quarters. The position peaked at $517K in Q1 2026. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Triad Wealth Partners reported no remaining Taylor Morrison position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,878 Taylor Morrison shares in Q2 2026, an estimated $517K.
  • Triad Wealth Partners first reported a position in Taylor Morrison in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Taylor Morrison position peaked at $517K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.