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Concurrent Investment Advisors’s D.R. Horton DHI Stock Holding History

Concurrent Investment 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
Q2 		$1.51M Sell
9,282
-948
-9% -$141K 0.01% 814
2026
Q1 		$1.4M Sell
10,230
-397
-4% -$60K 0.02% 735
2025
Q4 		$1.53M Buy
10,627
+5,887
+124% +$896K 0.02% 663
2025
Q3 		$803K Sell
4,740
-1,092
-19% -$172K 0.01% 731
2025
Q2 		$752K Sell
5,832
-655
-10% -$80.7K 0.01% 691
2025
Q1 		$825K Sell
6,487
-3,803
-37% -$510K 0.02% 603
2024
Q4 		$1.44M Buy
10,290
+387
+4% +$64.7K 0.04% 403
2024
Q3 		$1.89M Buy
9,903
+868
+10% +$153K 0.06% 328
2024
Q2 		$1.27M Buy
9,035
+1,442
+19% +$212K 0.04% 379
2024
Q1 		$1.25M Buy
+7,593
New +$1.14M 0.05% 337

Other funds holding DHI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Concurrent Investment Advisors's DHI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its D.R. Horton (DHI) stake by 9.3% in Q2 2026, selling an estimated $141K and leaving 9,282 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #814.

Concurrent Investment Advisors first reported a position in DHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2024. 345 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Concurrent Investment Advisors held 9,282 shares of D.R. Horton worth $1.51M as of Q2 2026.
  • Concurrent Investment Advisors sold 948 D.R. Horton shares in Q2 2026, an estimated $141K.
  • D.R. Horton made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #814 holding.
  • Concurrent Investment Advisors first reported a position in D.R. Horton in Q1 2024 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's D.R. Horton position peaked at $1.89M in Q3 2024.
  • 345 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.