Atlantic Edge Private Wealth Management’s D.R. Horton DHI Stock Holding History

Atlantic Edge Private Wealth Management’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	$1.7M	Sell	10,453 -5,045	-33%	-$753K	0.35%	58
2026 Q1	$2.13M	Buy	15,498 +241	+2%	+$36.4K	0.52%	46
2025 Q4	$2.2M	Sell	15,257 -290	-2%	-$44.2K	0.55%	47
2025 Q3	$2.63M	Sell	15,547 -75	-0.5%	-$11.8K	0.68%	39
2025 Q2	$2.01M	Sell	15,622 -19	-0.1%	-$2.34K	0.55%	46
2025 Q1	$1.99M	Sell	15,641 -310	-2%	-$41.6K	0.61%	46
2024 Q4	$2.23M	Sell	15,951 -55	-0.3%	-$9.19K	0.69%	39
2024 Q3	$3.05M	Buy	16,006 +390	+2%	+$68.5K	0.93%	25
2024 Q2	$2.2M	Buy	15,616 +191	+1%	+$28.1K	0.74%	30
2024 Q1	$2.54M	Buy	15,425 +600	+4%	+$89.9K	0.87%	27
2023 Q4	$2.25M	Buy	+14,825	New	+$1.83M	0.92%	28

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DHI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its D.R. Horton (DHI) stake by 33% in Q2 2026, selling an estimated $753K and leaving 10,453 shares worth $1.7M. The position accounts for 0.35% of the portfolio, ranked #58.

Atlantic Edge Private Wealth Management first reported a position in DHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Atlantic Edge Private Wealth Management held 10,453 shares of D.R. Horton worth $1.7M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 5,045 D.R. Horton shares in Q2 2026, an estimated $753K.
D.R. Horton made up 0.35% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #58 holding.
Atlantic Edge Private Wealth Management first reported a position in D.R. Horton in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's D.R. Horton position peaked at $3.05M in Q3 2024.
1,239 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.