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Bartlett & Co Wealth Management’s D.R. Horton DHI Stock Holding History

Bartlett & Co 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 		$146K Buy
896
+213
+31% +$31.8K ﹤0.01% 544
2026
Q1 		$98K Buy
683
+4
+0.6% +$604 ﹤0.01% 575
2025
Q4 		$97.8K Hold
679
– – ﹤0.01% 559
2025
Q3 		$115K Buy
679
+8
+1% +$1.26K ﹤0.01% 532
2025
Q2 		$86.5K Buy
671
+20
+3% +$2.46K ﹤0.01% 577
2025
Q1 		$82.8K Sell
651
-8
-1% -$1.07K ﹤0.01% 574
2024
Q4 		$92.1K Sell
659
-81
-11% -$13.5K ﹤0.01% 552
2024
Q3 		$141K Sell
740
-65
-8% -$11.4K ﹤0.01% 496
2024
Q2 		$113K Hold
805
– – ﹤0.01% 523
2024
Q1 		$132K Hold
805
– – ﹤0.01% 514
2023
Q4 		$122K Buy
805
+179
+29% +$22K ﹤0.01% 547
2023
Q3 		$67.3K Buy
+626
New +$74.9K ﹤0.01% 602
2022
Q2 		– Sell
-69
Closed -$5.14K – 1308
2022
Q1 		$5.14K Buy
+69
New +$5.98K ﹤0.01% 913
2021
Q3 		– Sell
-8
Closed -$723 – 967
2021
Q2 		$723 Hold
8
– – ﹤0.01% 996
2021
Q1 		$713 Hold
8
– – ﹤0.01% 1024
2020
Q4 		$551 Buy
+8
New +$583 ﹤0.01% 1133

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bartlett & Co Wealth Management's DHI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its D.R. Horton (DHI) stake by 31% in Q2 2026, buying an estimated $31.8K and bringing the position to 896 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Bartlett & Co Wealth Management first reported a position in DHI in Q4 2020 and has held it in 16 quarters since. 1,231 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Bartlett & Co Wealth Management held 896 shares of D.R. Horton worth $146K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 213 D.R. Horton shares in Q2 2026, an estimated $31.8K.
  • D.R. Horton made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Bartlett & Co Wealth Management first reported a position in D.R. Horton in Q4 2020 and has held it in 16 quarters since.
  • 1,231 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.