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EP Wealth Advisors’s D.R. Horton DHI Stock Holding History

EP Wealth 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
Q1 		$1.15M Sell
8,385
-1,617
-16% -$244K 0.01% 611
2025
Q4 		$1.44M Buy
+10,002
New +$1.52M 0.01% 522
2025
Q2 		$1.07M Buy
8,327
+122
+1% +$15K 0.01% 545
2025
Q1 		$1.04M Buy
8,205
+404
+5% +$54.2K 0.01% 490
2024
Q4 		$1.09M Sell
7,801
-116
-1% -$19.4K 0.01% 479
2024
Q3 		$1.51M Buy
7,917
+572
+8% +$101K 0.01% 410
2024
Q2 		$1.04M Buy
7,345
+384
+6% +$56.4K 0.01% 382
2024
Q1 		$1.15M Buy
6,961
+27
+0.4% +$4.05K 0.01% 355
2023
Q4 		$1.05M Sell
6,934
-120
-2% -$14.8K 0.01% 355
2023
Q3 		$758K Sell
7,054
-111
-2% -$13.3K 0.01% 382
2023
Q2 		$836K Buy
7,165
+2,965
+71% +$324K 0.01% 362
2023
Q1 		$262K Sell
4,200
-1,385
-25% -$132K ﹤0.01% 518
2022
Q4 		$498K Buy
+5,585
New +$448K 0.01% 377
2022
Q3 		– Sell
-11,487
Closed -$760K – 406
2022
Q2 		$760K Sell
11,487
-2,057
-15% -$145K 0.02% 298
2022
Q1 		$1.01M Sell
13,544
-342
-2% -$29.7K 0.02% 272
2021
Q4 		$1.51M Sell
13,886
-398
-3% -$38.3K 0.04% 212
2021
Q3 		$1.2M Sell
14,284
-3,991
-22% -$368K 0.03% 219
2021
Q2 		$1.65M Sell
18,275
-542
-3% -$50.9K 0.05% 197
2021
Q1 		$1.68M Buy
18,817
+14,977
+390% +$1.17M 0.05% 185
2020
Q4 		$265K Sell
3,840
-103
-3% -$7.51K 0.01% 365
2020
Q3 		$298K Hold
3,943
– – 0.01% 293
2020
Q2 		$219K Buy
+3,943
New +$191K 0.01% 348
2020
Q1 		– Sell
-4,240
Closed -$224K – 385
2019
Q4 		$224K Sell
4,240
-4
-0.1% -$214 0.01% 374
2019
Q3 		$224K Buy
+4,244
New +$203K 0.01% 325
2018
Q3 		– Sell
-5,070
Closed -$208K – 280
2018
Q2 		$208K Sell
5,070
-62
-1% -$2.67K 0.02% 181
2018
Q1 		$225K Buy
+5,132
New +$240K 0.02% 186

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's DHI Position: Q1 2026 in Review

EP Wealth Advisors reduced its D.R. Horton (DHI) stake by 16% in Q1 2026, selling an estimated $244K and leaving 8,385 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #611.

EP Wealth Advisors first reported a position in DHI in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.68M in Q1 2021. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • EP Wealth Advisors held 8,385 shares of D.R. Horton worth $1.15M as of Q1 2026.
  • EP Wealth Advisors sold 1,617 D.R. Horton shares in Q1 2026, an estimated $244K.
  • D.R. Horton made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #611 holding.
  • EP Wealth Advisors first reported a position in D.R. Horton in Q1 2018 and has held it in 26 quarters since.
  • EP Wealth Advisors's D.R. Horton position peaked at $1.68M in Q1 2021.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.