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

Congress 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	$7.15M	Buy	55,463 +36,912	+199%	+$4.55M	0.07%	315
2025 Q1	$2.36M	Buy	18,551 +8,204	+79%	+$1.1M	0.03%	457
2024 Q4	$1.45M	Sell	10,347 -10,842	-51%	-$1.81M	0.02%	461
2024 Q3	$4.04M	Buy	21,189 +11,189	+112%	+$1.97M	0.05%	323
2024 Q2	$1.41M	Buy	+10,000	New	+$1.47M	0.02%	391

Other funds holding DHI

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Congress Wealth Management increased its D.R. Horton (DHI) stake by 199% in Q2 2025, buying an estimated $4.55M and bringing the position to 55,463 shares worth $7.15M. The position accounts for 0.07% of the portfolio, ranked #315.

Congress Wealth Management first reported a position in DHI in Q2 2024 and has held it in 5 quarters since. 1,108 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

Congress Wealth Management held 55,463 shares of D.R. Horton worth $7.15M as of Q2 2025.
Congress Wealth Management bought 36,912 D.R. Horton shares in Q2 2025, an estimated $4.55M.
D.R. Horton made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #315 holding.
Congress Wealth Management first reported a position in D.R. Horton in Q2 2024 and has held it in 5 quarters since.
1,108 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

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