CPL
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Capital & Planning LLC’s D.R. Horton DHI Stock Holding History

Capital & Planning 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 		– Sell
-50
Closed -$6.86K – 69
2026
Q1 		$6.86K Buy
+50
New +$7.55K ﹤0.01% 111
2025
Q1 		– Sell
-50
Closed -$6.99K – 69
2024
Q4 		$6.99K Buy
+50
New +$8.36K 0.01% 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 $3.38T 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

Capital & Planning LLC's DHI Position: Q2 2026 in Review

Capital & Planning LLC sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 50 shares — an estimated $6.86K sold.

Capital & Planning LLC first reported a position in DHI in Q4 2024 and held it in 2 quarters. The position peaked at $6.99K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Capital & Planning LLC reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 50 D.R. Horton shares in Q2 2026, an estimated $6.86K.
  • Capital & Planning LLC first reported a position in D.R. Horton in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's D.R. Horton position peaked at $6.99K in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.