Avalon Trust’s D.R. Horton DHI Stock Holding History

Avalon Trust’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 Q1	$515K	Hold	3,750	–	–	0.04%	88
2025 Q4	$540K	Sell	3,750 -3,000	-44%	-$457K	0.03%	83
2025 Q3	$1.14M	Hold	6,750	–	–	0.07%	70
2025 Q2	$870K	Sell	6,750 -2,000	-23%	-$246K	0.06%	74
2025 Q1	$1.11M	Sell	8,750 -2,250	-20%	-$302K	0.09%	70
2024 Q4	$1.54M	Hold	11,000	–	–	0.11%	62
2024 Q3	$2.1M	Sell	11,000 -2,000	-15%	-$351K	0.16%	53
2024 Q2	$1.83M	Sell	13,000 -1,500	-10%	-$220K	0.15%	57
2024 Q1	$2.39M	Hold	14,500	–	–	0.2%	53
2023 Q4	$2.2M	Hold	14,500	–	–	0.2%	52
2023 Q3	$1.56M	Sell	14,500 -1,500	-9%	-$180K	0.15%	57
2023 Q2	$1.95M	Sell	16,000 -1,500	-9%	-$164K	0.18%	58
2023 Q1	$1.71M	Buy	+17,500	New	+$1.67M	0.17%	56

Other funds holding DHI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

Avalon Trust's DHI Position: Q1 2026 in Review

Avalon Trust held its D.R. Horton (DHI) position steady in Q1 2026 at 3,750 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #88.

Avalon Trust first reported a position in DHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q1 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Avalon Trust held 3,750 shares of D.R. Horton worth $515K as of Q1 2026.
Avalon Trust left its D.R. Horton share count unchanged in Q1 2026.
D.R. Horton made up 0.04% of Avalon Trust's portfolio in Q1 2026, its #88 holding.
Avalon Trust first reported a position in D.R. Horton in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's D.R. Horton position peaked at $2.39M in Q1 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.