BigSur Wealth Management’s D.R. Horton DHI Stock Holding History

BigSur 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	$228K	Buy	+1,400	New	+$209K	0.05%	153
2026 Q1	–	Sell	-1,800	Closed	-$259K	–	166
2025 Q4	$259K	Hold	1,800	–	–	0.06%	143
2025 Q3	$305K	Hold	1,800	–	–	0.07%	133
2025 Q2	$232K	Hold	1,800	–	–	0.06%	141
2025 Q1	$229K	Hold	1,800	–	–	0.06%	139
2024 Q4	$252K	Hold	1,800	–	–	0.07%	132
2024 Q3	$343K	Hold	1,800	–	–	0.09%	126
2024 Q2	$254K	Buy	+1,800	New	+$264K	0.08%	133
2022 Q4	–	Sell	-3,000	Closed	-$202K	–	128
2022 Q3	$202K	Buy	+3,000	New	+$221K	0.1%	110
2022 Q2	–	Sell	-3,000	Closed	-$224K	–	139
2022 Q1	$224K	Hold	3,000	–	–	0.09%	117
2021 Q4	$325K	Buy	+3,000	New	+$289K	0.13%	106

Other funds holding DHI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BigSur Wealth Management's DHI Position: Q2 2026 in Review

BigSur Wealth Management opened a new position in D.R. Horton (DHI) in Q2 2026: 1,400 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: BigSur Wealth Management previously reported a position in DHI as recently as Q4 2025.

BigSur Wealth Management first reported a position in DHI in Q4 2021 and has held it in 11 quarters since. The position peaked at $343K in Q3 2024. 273 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

BigSur Wealth Management held 1,400 shares of D.R. Horton worth $228K as of Q2 2026.
D.R. Horton was a new BigSur Wealth Management position in Q2 2026.
D.R. Horton made up 0.05% of BigSur Wealth Management's portfolio in Q2 2026, its #153 holding.
BigSur Wealth Management first reported a position in D.R. Horton in Q4 2021 and has held it in 11 quarters since.
BigSur Wealth Management's D.R. Horton position peaked at $343K in Q3 2024.
273 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.