Atria Wealth Solutions’s D.R. Horton DHI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$212K	Sell	1,642 -2,435	-60%	-$300K	﹤0.01%	1364
2025 Q1	$518K	Sell	4,077 -5,303	-57%	-$711K	0.01%	1181
2024 Q4	$1.31M	Sell	9,380 -19,432	-67%	-$3.25M	0.01%	814
2024 Q3	$5.5M	Buy	28,812 +2,773	+11%	+$487K	0.06%	320
2024 Q2	$3.67M	Sell	26,039 -2,967	-10%	-$436K	0.04%	419
2024 Q1	$4.77M	Sell	29,006 -10,892	-27%	-$1.63M	0.05%	353
2023 Q4	$6.06M	Buy	39,898 +37	+0.1%	+$4.56K	0.08%	259
2023 Q3	$4.28M	Buy	39,861 +180	+0.5%	+$21.6K	0.06%	327
2023 Q2	$4.83M	Buy	39,681 +9,994	+34%	+$1.09M	0.07%	295
2023 Q1	$2.9M	Sell	29,687 -235	-0.8%	-$22.4K	0.04%	414
2022 Q4	$2.67M	Sell	29,922 -3,161	-10%	-$253K	0.04%	419
2022 Q3	$2.23M	Sell	33,083 -1,621	-5%	-$119K	0.04%	440
2022 Q2	$2.3M	Sell	34,704 -4,071	-10%	-$286K	0.04%	395
2022 Q1	$2.89M	Buy	+38,775	New	+$3.36M	0.05%	383

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return