UCFA
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United Capital Financial Advisors’s Taylor Morrison TMHC Stock Holding History

United Capital Financial Advisors’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 		$294K Buy
+5,042
New +$315K ﹤0.01% 1356
2025
Q4 		– Sell
-3,413
Closed -$225K – 1409
2025
Q3 		$225K Sell
3,413
-16
-0.5% -$1.05K ﹤0.01% 1116
2025
Q2 		$211K Sell
3,429
-82
-2% -$4.76K ﹤0.01% 1035
2025
Q1 		$211K Buy
3,511
+190
+6% +$11.8K ﹤0.01% 1004
2024
Q4 		$203K Sell
3,321
-33
-1% -$2.25K ﹤0.01% 1016
2024
Q3 		$236K Buy
+3,354
New +$215K ﹤0.01% 953
2024
Q2 		– Sell
-3,700
Closed -$230K – 1113
2024
Q1 		$230K Sell
3,700
-132
-3% -$7.27K ﹤0.01% 968
2023
Q4 		$204K Buy
+3,832
New +$171K ﹤0.01% 1000
2020
Q3 		– Sell
-30,840
Closed -$595K – 1229
2020
Q2 		$595K Buy
+30,840
New +$486K ﹤0.01% 809

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T 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 $77B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return