Valued Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

Valued Wealth 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 Q2	$4.3K	Buy	60 +56	+1,400%	+$3.56K	﹤0.01%	478
2026 Q1	$233	Hold	4	–	–	﹤0.01%	698
2025 Q4	$236	Hold	4	–	–	﹤0.01%	587
2025 Q3	$265	Hold	4	–	–	﹤0.01%	559
2025 Q2	$246	Hold	4	–	–	﹤0.01%	566
2025 Q1	$241	Hold	4	–	–	﹤0.01%	598
2024 Q4	$245	Hold	4	–	–	﹤0.01%	603
2024 Q3	$282	Hold	4	–	–	﹤0.01%	576
2024 Q2	$222	Hold	4	–	–	﹤0.01%	556
2024 Q1	$249	Buy	+4	New	+$220	﹤0.01%	540

Other funds holding TMHC

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's TMHC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Taylor Morrison (TMHC) stake by 1,400% in Q2 2026, buying an estimated $3.56K and bringing the position to 60 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Valued Wealth Advisors first reported a position in TMHC in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Valued Wealth Advisors held 60 shares of Taylor Morrison worth $4.3K as of Q2 2026.
Valued Wealth Advisors bought 56 Taylor Morrison shares in Q2 2026, an estimated $3.56K.
Taylor Morrison made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #478 holding.
Valued Wealth Advisors first reported a position in Taylor Morrison in Q1 2024 and has held it in 10 quarters since.
93 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.