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Bogart Wealth LLC’s D.R. Horton DHI Stock Holding History

Bogart Wealth LLC’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 		$7.66K Sell
47
-9
-16% -$1.34K ﹤0.01% 1077
2026
Q1 		$7.68K Buy
56
+42
+300% +$6.34K ﹤0.01% 961
2025
Q4 		$2.02K Sell
14
-89
-86% -$13.6K ﹤0.01% 1183
2025
Q3 		$17.5K Buy
103
+95
+1,188% +$14.9K ﹤0.01% 699
2025
Q2 		$1.03K Buy
8
+1
+14% +$123 ﹤0.01% 1222
2025
Q1 		$890 Buy
+7
New +$939 ﹤0.01% 1195
2022
Q2 		– Sell
-350
Closed -$26K – 906
2022
Q1 		$26K Hold
350
– – ﹤0.01% 347
2021
Q4 		$38K Hold
350
– – ﹤0.01% 291
2021
Q3 		$29K Buy
+350
New +$32.2K ﹤0.01% 305

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's DHI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its D.R. Horton (DHI) stake by 16% in Q2 2026, selling an estimated $1.34K and leaving 47 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Bogart Wealth LLC first reported a position in DHI in Q3 2021 and has held it in 9 quarters since. The position peaked at $38K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Bogart Wealth LLC held 47 shares of D.R. Horton worth $7.66K as of Q2 2026.
  • Bogart Wealth LLC sold 9 D.R. Horton shares in Q2 2026, an estimated $1.34K.
  • D.R. Horton made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1077 holding.
  • Bogart Wealth LLC first reported a position in D.R. Horton in Q3 2021 and has held it in 9 quarters since.
  • Bogart Wealth LLC's D.R. Horton position peaked at $38K in Q4 2021.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

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