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
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 $3.37T 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's DHI Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in D.R. Horton (DHI) in Q1 2026: 50 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in DHI as recently as Q4 2024.

Capital & Planning LLC first reported a position in DHI in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.99K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Capital & Planning LLC held 50 shares of D.R. Horton worth $6.86K as of Q1 2026.
  • D.R. Horton was a new Capital & Planning LLC position in Q1 2026.
  • D.R. Horton made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #111 holding.
  • Capital & Planning LLC first reported a position in D.R. Horton in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's D.R. Horton position peaked at $6.99K in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.