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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

United Capital Financial Advisors's TMHC Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Taylor Morrison (TMHC) in Q1 2026: 5,042 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in TMHC as recently as Q3 2025.

United Capital Financial Advisors first reported a position in TMHC in Q2 2020 and has held it in 9 quarters since. The position peaked at $595K in Q2 2020. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

United Capital Financial Advisors held 5,042 shares of Taylor Morrison worth $294K as of Q1 2026.
Taylor Morrison was a new United Capital Financial Advisors position in Q1 2026.
Taylor Morrison made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1356 holding.
United Capital Financial Advisors first reported a position in Taylor Morrison in Q2 2020 and has held it in 9 quarters since.
United Capital Financial Advisors's Taylor Morrison position peaked at $595K in Q2 2020.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.