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

Compass 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
2025 Q2	–	Sell	-196	Closed	-$24.9K	–	212
2025 Q1	$24.9K	Hold	196	–	–	0.01%	309
2024 Q4	$27.4K	Hold	196	–	–	0.01%	300
2024 Q3	$37.4K	Hold	196	–	–	0.01%	280
2024 Q2	$27.6K	Hold	196	–	–	0.01%	306
2024 Q1	$32.3K	Hold	196	–	–	0.01%	286
2023 Q4	$29.8K	Hold	196	–	–	0.01%	286
2023 Q3	$21.1K	Hold	196	–	–	0.01%	311
2023 Q2	$23.9K	Hold	196	–	–	0.01%	312
2023 Q1	$19.1K	Hold	196	–	–	0.01%	325
2022 Q4	$17.5K	Buy	+196	New	+$15.7K	0.01%	330

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Compass Wealth Management's DHI Position: Q2 2025 in Review

Compass Wealth Management sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 196 shares — an estimated $24.9K sold.

Compass Wealth Management first reported a position in DHI in Q4 2022 and held it in 10 quarters. The position peaked at $37.4K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

Compass Wealth Management reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 196 D.R. Horton shares in Q2 2025, an estimated $24.9K.
Compass Wealth Management first reported a position in D.R. Horton in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's D.R. Horton position peaked at $37.4K in Q3 2024.
1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.