CapWealth Advisors’s D.R. Horton DHI Stock Holding History

CapWealth Advisors’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	$21.5M	Sell	156,642 -1,716	-1%	-$259K	1.6%	26
2025 Q4	$22.8M	Sell	158,358 -2,198	-1%	-$335K	1.57%	24
2025 Q3	$27.2M	Sell	160,556 -61	-0%	-$9.59K	1.88%	20
2025 Q2	$20.7M	Sell	160,617 -230	-0.1%	-$28.3K	2.04%	20
2025 Q1	$20.4M	Sell	160,847 -2,630	-2%	-$353K	2.22%	18
2024 Q4	$22.9M	Sell	163,477 -537	-0.3%	-$89.7K	2.52%	13
2024 Q3	$31.3M	Sell	164,014 -1,931	-1%	-$339K	3.42%	6
2024 Q2	$23.4M	Sell	165,945 -28,140	-14%	-$4.13M	2.96%	10
2024 Q1	$31.9M	Sell	194,085 -3,717	-2%	-$557K	3.58%	5
2023 Q4	$30.1M	Sell	197,802 -2,237	-1%	-$275K	3.67%	5
2023 Q3	$21.5M	Buy	200,039 +781	+0.4%	+$93.5K	2.76%	11
2023 Q2	$24.2M	Sell	199,258 -1,966	-1%	-$215K	2.96%	8
2023 Q1	$19.7M	Sell	201,224 -13,864	-6%	-$1.32M	2.45%	16
2022 Q4	$19.2M	Buy	215,088 +42,621	+25%	+$3.42M	2.25%	19
2022 Q3	$11.6M	Sell	172,467 -40,413	-19%	-$2.97M	1.53%	26
2022 Q2	$14.1M	Buy	212,880 +5,486	+3%	+$386K	1.7%	23
2022 Q1	$15.5M	Buy	207,394 +110,085	+113%	+$9.55M	1.58%	26
2021 Q4	$10.6M	Buy	97,309 +4,439	+5%	+$427K	1.07%	39
2021 Q3	$7.8M	Buy	+92,870	New	+$8.55M	0.85%	47

Other funds holding DHI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return