WA
TMHC

Whipplewood Advisors’s Taylor Morrison TMHC Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-9
Closed -$553 – 1076
2025
Q2 		$553 Sell
9
-221
-96% -$12.8K ﹤0.01% 1108
2025
Q1 		$420 Buy
230
+223
+3,186% +$13.9K ﹤0.01% 1144
2024
Q4 		$428 Buy
+7
New +$478 ﹤0.01% 1131

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whipplewood Advisors's TMHC Position: Q3 2025 in Review

Whipplewood Advisors sold out of Taylor Morrison (TMHC) in Q3 2025, closing a stake of 9 shares — an estimated $553 sold.

Whipplewood Advisors first reported a position in TMHC in Q4 2024 and held it in 3 quarters. The position peaked at $553 in Q2 2025. 459 funds tracked by Wall St. Rank hold TMHC as of Q3 2025.

  • Whipplewood Advisors reported no remaining Taylor Morrison position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 9 Taylor Morrison shares in Q3 2025, an estimated $553.
  • Whipplewood Advisors first reported a position in Taylor Morrison in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Taylor Morrison position peaked at $553 in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.