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Beverly Hills Private Wealth’s D.R. Horton DHI Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,966
Closed -$270K – 290
2026
Q1 		$270K Sell
1,966
-252
-11% -$38.1K 0.04% 286
2025
Q4 		$320K Sell
2,218
-42
-2% -$6.39K 0.05% 246
2025
Q3 		$383K Sell
2,260
-288
-11% -$45.3K 0.07% 220
2025
Q2 		$329K Sell
2,548
-237
-9% -$29.2K 0.06% 246
2025
Q1 		$354K Buy
2,785
+119
+4% +$16K 0.07% 231
2024
Q4 		$373K Sell
2,666
-431
-14% -$72K 0.08% 211
2024
Q3 		$591K Sell
3,097
-575
-16% -$101K 0.12% 164
2024
Q2 		$518K Sell
3,672
-236
-6% -$34.7K 0.11% 180
2024
Q1 		$643K Sell
3,908
-320
-8% -$48K 0.15% 155
2023
Q4 		$643K Sell
4,228
-412
-9% -$50.7K 0.17% 133
2023
Q3 		$499K Sell
4,640
-4,772
-51% -$571K 0.15% 145
2023
Q2 		$1.18M Buy
9,412
+2,337
+33% +$256K 0.19% 116
2023
Q1 		$691K Buy
7,075
+1,172
+20% +$112K 0.21% 108
2022
Q4 		$526K Buy
+5,903
New +$473K 0.23% 107

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

Beverly Hills Private Wealth's DHI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 1,966 shares — an estimated $270K sold.

Beverly Hills Private Wealth first reported a position in DHI in Q4 2022 and held it in 14 quarters. The position peaked at $1.18M in Q2 2023. 1,236 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,966 D.R. Horton shares in Q2 2026, an estimated $270K.
  • Beverly Hills Private Wealth first reported a position in D.R. Horton in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's D.R. Horton position peaked at $1.18M in Q2 2023.
  • 1,236 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.