Annex Advisory Services’s D.R. Horton DHI Stock Holding History

Annex Advisory Services’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$593K	Sell	3,642 -469	-11%	-$70K	0.01%	240
2026 Q1	$564K	Sell	4,111 -182	-4%	-$27.5K	0.01%	242
2025 Q4	$618K	Sell	4,293 -224	-5%	-$34.1K	0.01%	224
2025 Q3	$766K	Sell	4,517 -604	-12%	-$95K	0.02%	179
2025 Q2	$660K	Sell	5,121 -372	-7%	-$45.8K	0.02%	190
2025 Q1	$698K	Sell	5,493 -501	-8%	-$67.2K	0.02%	189
2024 Q4	$838K	Sell	5,994 -394	-6%	-$65.8K	0.03%	179
2024 Q3	$1.22M	Sell	6,388 -286	-4%	-$50.3K	0.04%	132
2024 Q2	$941K	Sell	6,674 -996	-13%	-$146K	0.03%	136
2024 Q1	$1.26M	Sell	7,670 -23,093	-75%	-$3.46M	0.04%	116
2023 Q4	$4.68M	Sell	30,763 -101,135	-77%	-$12.5M	0.2%	78
2023 Q3	$14.2M	Sell	131,898 -16,298	-11%	-$1.95M	0.86%	29
2023 Q2	$18M	Sell	148,196 -1,530	-1%	-$167K	1%	21
2023 Q1	$14.6M	Sell	149,726 -15,458	-9%	-$1.47M	0.78%	22
2022 Q4	$14.7M	Buy	165,184 +2,985	+2%	+$239K	0.83%	23
2022 Q3	$10.9M	Buy	162,199 +206	+0.1%	+$15.2K	0.74%	25
2022 Q2	$10.7M	Buy	161,993 +52,518	+48%	+$3.69M	0.77%	22
2022 Q1	$8.16M	Buy	109,475 +17,305	+19%	+$1.5M	0.6%	28
2021 Q4	$10M	Buy	92,170 +6,581	+8%	+$634K	0.69%	21
2021 Q3	$7.19M	Buy	85,589 +4,980	+6%	+$459K	0.59%	23
2021 Q2	$7.27M	Buy	80,609 +3,825	+5%	+$359K	0.59%	20
2021 Q1	$6.84M	Buy	76,784 +17,693	+30%	+$1.38M	0.66%	20
2020 Q4	$4.07M	Buy	+59,091	New	+$4.31M	0.4%	38

Other funds holding DHI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Annex Advisory Services's DHI Position: Q2 2026 in Review

Annex Advisory Services reduced its D.R. Horton (DHI) stake by 11% in Q2 2026, selling an estimated $70K and leaving 3,642 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #240.

Annex Advisory Services first reported a position in DHI in Q4 2020 and has held it in 23 quarters since. The position peaked at $18M in Q2 2023. 169 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Annex Advisory Services held 3,642 shares of D.R. Horton worth $593K as of Q2 2026.
Annex Advisory Services sold 469 D.R. Horton shares in Q2 2026, an estimated $70K.
D.R. Horton made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #240 holding.
Annex Advisory Services first reported a position in D.R. Horton in Q4 2020 and has held it in 23 quarters since.
Annex Advisory Services's D.R. Horton position peaked at $18M in Q2 2023.
169 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.