CreativeOne Wealth’s D.R. Horton DHI Stock Holding History

CreativeOne Wealth’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 Q4	–	Sell	-7,170	Closed	-$1.22M	–	1203
2025 Q3	$1.22M	Sell	7,170 -6,086	-46%	-$957K	0.03%	474
2025 Q2	$1.71M	Buy	13,256 +2,687	+25%	+$331K	0.04%	386
2025 Q1	$1.34M	Buy	10,569 +5,948	+129%	+$798K	0.04%	398
2024 Q4	$646K	Buy	4,621 +725	+19%	+$121K	0.02%	618
2024 Q3	$743K	Buy	3,896 +371	+11%	+$65.2K	0.03%	513
2024 Q2	$497K	Sell	3,525 -198	-5%	-$29.1K	0.03%	473
2024 Q1	$613K	Buy	3,723 +1,492	+67%	+$224K	0.02%	507
2023 Q4	$339K	Buy	+2,231	New	+$275K	0.02%	465
2023 Q3	–	Sell	-2,553	Closed	-$310K	–	645
2023 Q2	$310K	Buy	+2,553	New	+$279K	0.01%	637
2021 Q3	–	Sell	-5,918	Closed	-$535K	–	699
2021 Q2	$535K	Buy	+5,918	New	+$555K	0.03%	368
2021 Q1	–	Sell	-3,537	Closed	-$244K	–	573
2020 Q4	$244K	Buy	+3,537	New	+$258K	0.02%	432

Other funds holding DHI

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

CreativeOne Wealth's DHI Position: Q4 2025 in Review

CreativeOne Wealth sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 7,170 shares — an estimated $1.22M sold.

CreativeOne Wealth first reported a position in DHI in Q4 2020 and held it in 11 quarters. The position peaked at $1.71M in Q2 2025. 1,189 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

CreativeOne Wealth reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 7,170 D.R. Horton shares in Q4 2025, an estimated $1.22M.
CreativeOne Wealth first reported a position in D.R. Horton in Q4 2020 and held it in 11 quarters.
CreativeOne Wealth's D.R. Horton position peaked at $1.71M in Q2 2025.
1,189 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.