Concord Wealth Partners’s D.R. Horton DHI Stock Holding History

Concord Wealth Partners’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	$23.6K	Buy	+145	New	+$21.6K	﹤0.01%	459
2026 Q1	–	Sell	-146	Closed	-$21K	–	335
2025 Q4	$21K	Hold	146	–	–	﹤0.01%	434
2025 Q3	$24.7K	Buy	+146	New	+$23K	﹤0.01%	434
2024 Q2	–	Sell	-241	Closed	-$39.7K	–	861
2024 Q1	$39.7K	Hold	241	–	–	0.01%	388
2023 Q4	$36.6K	Sell	241 -58	-19%	-$7.14K	0.01%	397
2023 Q3	$32.1K	Hold	299	–	–	0.01%	436
2023 Q2	$36.4K	Buy	299 +36	+14%	+$3.94K	0.01%	407
2023 Q1	$25.7K	Sell	263 -92	-26%	-$8.77K	0.01%	449
2022 Q4	$31.6K	Buy	+355	New	+$28.5K	0.01%	462
2022 Q3	–	Sell	-422	Closed	-$28K	–	387
2022 Q2	$28K	Buy	422 +36	+9%	+$2.53K	0.01%	465
2022 Q1	$29K	Sell	386 -67	-15%	-$5.81K	0.01%	548
2021 Q4	$49K	Buy	453 +157	+53%	+$15.1K	0.01%	462
2021 Q3	$25K	Sell	296 -90	-23%	-$8.29K	0.01%	340
2021 Q2	$35K	Buy	386 +5	+1%	+$469	0.01%	401
2021 Q1	$34K	Buy	381 +140	+58%	+$11K	0.01%	393
2020 Q4	$17K	Buy	+241	New	+$17.6K	0.01%	325

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's DHI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in D.R. Horton (DHI) in Q2 2026: 145 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DHI as recently as Q4 2025.

Concord Wealth Partners first reported a position in DHI in Q4 2020 and has held it in 16 quarters since. The position peaked at $49K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Concord Wealth Partners held 145 shares of D.R. Horton worth $23.6K as of Q2 2026.
D.R. Horton was a new Concord Wealth Partners position in Q2 2026.
D.R. Horton made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #459 holding.
Concord Wealth Partners first reported a position in D.R. Horton in Q4 2020 and has held it in 16 quarters since.
Concord Wealth Partners's D.R. Horton position peaked at $49K in Q4 2021.
1,231 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.