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

Avantax 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
2025 Q2	$1.39M	Sell	10,777 -69	-0.6%	-$8.5K	0.01%	980
2025 Q1	$1.38M	Sell	10,846 -271	-2%	-$36.3K	0.01%	932
2024 Q4	$1.55M	Sell	11,117 -3,020	-21%	-$505K	0.01%	842
2024 Q3	$2.7M	Buy	14,137 +693	+5%	+$122K	0.02%	576
2024 Q2	$1.89M	Buy	13,444 +11,229	+507%	+$1.65M	0.01%	684
2024 Q1	$364K	Sell	2,215 -1,261	-36%	-$189K	﹤0.01%	1195
2023 Q4	$528K	Buy	3,476 +357	+11%	+$44K	0.01%	959
2023 Q3	$335K	Sell	3,119 -170	-5%	-$20.4K	﹤0.01%	1134
2023 Q2	$400K	Sell	3,289 -368	-10%	-$40.2K	﹤0.01%	1038
2023 Q1	$357K	Buy	3,657 +54	+1%	+$5.15K	﹤0.01%	1060
2022 Q4	$321K	Sell	3,603 -1,112	-24%	-$89.1K	﹤0.01%	1075
2022 Q3	$318K	Sell	4,715 -107	-2%	-$7.87K	﹤0.01%	973
2022 Q2	$319K	Sell	4,822 -703	-13%	-$49.4K	﹤0.01%	980
2022 Q1	$412K	Buy	5,525 +170	+3%	+$14.7K	0.01%	862
2021 Q4	$581K	Sell	5,355 -1,390	-21%	-$134K	0.01%	710
2021 Q3	$565K	Sell	6,745 -548	-8%	-$50.5K	0.01%	680
2021 Q2	$661K	Buy	7,293 +142	+2%	+$13.3K	0.01%	598
2021 Q1	$636K	Sell	7,151 -262	-4%	-$20.5K	0.01%	549
2020 Q4	$511K	Sell	7,413 -857	-10%	-$62.5K	0.01%	552
2020 Q3	$626K	Buy	+8,270	New	+$565K	0.01%	717
2020 Q1	–	Sell	-4,691	Closed	-$247K	–	818
2019 Q4	$247K	Buy	4,691 +782	+20%	+$41.7K	0.01%	704
2019 Q3	$204K	Sell	3,909 -2,969	-43%	-$142K	0.01%	539
2019 Q2	$297K	Sell	6,878 -65	-0.9%	-$2.88K	0.01%	396
2019 Q1	$287K	Buy	+6,943	New	+$272K	0.02%	366

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

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

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

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

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

Avantax Advisory Services's DHI Position: Q2 2025 in Review

Avantax Advisory Services reduced its D.R. Horton (DHI) stake by 0.64% in Q2 2025, selling an estimated $8.5K and leaving 10,777 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #980.

Avantax Advisory Services first reported a position in DHI in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.7M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

Avantax Advisory Services held 10,777 shares of D.R. Horton worth $1.39M as of Q2 2025.
Avantax Advisory Services sold 69 D.R. Horton shares in Q2 2025, an estimated $8.5K.
D.R. Horton made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #980 holding.
Avantax Advisory Services first reported a position in D.R. Horton in Q1 2019 and has held it in 24 quarters since.
Avantax Advisory Services's D.R. Horton position peaked at $2.7M in Q3 2024.
1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.