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Beta Wealth Group’s D.R. Horton DHI Stock Holding History

Beta Wealth Group’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 		$685K Buy
4,203
+401
+11% +$59.8K 0.26% 67
2026
Q1 		$522K Buy
3,802
+302
+9% +$45.6K 0.22% 76
2025
Q4 		$504K Buy
3,500
+800
+30% +$122K 0.2% 81
2025
Q3 		$458K Sell
2,700
-3
-0.1% -$472 0.18% 91
2025
Q2 		$348K Sell
2,703
-30,298
-92% -$3.73M 0.13% 86
2025
Q1 		$4.2M Buy
33,001
+30,801
+1,400% +$4.13M 1.51% 23
2024
Q4 		$308K Buy
2,200
+200
+10% +$33.4K 0.14% 93
2024
Q3 		$382K Sell
2,000
-1,401
-41% -$246K 0.17% 84
2024
Q2 		$479K Buy
3,401
+301
+10% +$44.2K 0.23% 70
2024
Q1 		$510K Buy
3,100
+200
+7% +$30K 0.25% 65
2023
Q4 		$441K Sell
2,900
-1,100
-28% -$135K 0.23% 69
2023
Q3 		$430K Buy
4,000
+200
+5% +$23.9K 0.25% 70
2023
Q2 		$462K Buy
3,800
+1,000
+36% +$109K 0.27% 66
2023
Q1 		$274K Sell
2,800
-1,700
-38% -$162K 0.16% 83
2022
Q4 		$401K Buy
4,500
+300
+7% +$24K 0.27% 63
2022
Q3 		$283K Buy
4,200
+200
+5% +$14.7K 0.2% 69
2022
Q2 		$265K Buy
4,000
+300
+8% +$21.1K 0.18% 70
2022
Q1 		$276K Buy
+3,700
New +$321K 0.18% 75

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

Beta Wealth Group's DHI Position: Q2 2026 in Review

Beta Wealth Group increased its D.R. Horton (DHI) stake by 11% in Q2 2026, buying an estimated $59.8K and bringing the position to 4,203 shares worth $685K. The position accounts for 0.26% of the portfolio, ranked #67.

Beta Wealth Group first reported a position in DHI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.2M in Q1 2025. 1,238 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Beta Wealth Group held 4,203 shares of D.R. Horton worth $685K as of Q2 2026.
  • Beta Wealth Group bought 401 D.R. Horton shares in Q2 2026, an estimated $59.8K.
  • D.R. Horton made up 0.26% of Beta Wealth Group's portfolio in Q2 2026, its #67 holding.
  • Beta Wealth Group first reported a position in D.R. Horton in Q1 2022 and has held it in 18 quarters since.
  • Beta Wealth Group's D.R. Horton position peaked at $4.2M in Q1 2025.
  • 1,238 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.