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
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 $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

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

Triad Wealth Partners increased its Taylor Morrison (TMHC) stake by 4.3% in Q1 2026, buying an estimated $22.9K and bringing the position to 8,878 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #272.

Triad Wealth Partners first reported a position in TMHC in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Triad Wealth Partners held 8,878 shares of Taylor Morrison worth $517K as of Q1 2026.
  • Triad Wealth Partners bought 366 Taylor Morrison shares in Q1 2026, an estimated $22.9K.
  • Taylor Morrison made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #272 holding.
  • Triad Wealth Partners first reported a position in Taylor Morrison in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.