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Evelyn Partners Asset Management’s D.R. Horton DHI Stock Holding History

Evelyn Partners Asset 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
2026
Q1 		$31.7K Hold
231
– – 0.01% 203
2025
Q4 		$33.3K Hold
231
– – 0.01% 177
2025
Q3 		$39.1K Hold
231
– – 0.01% 164
2025
Q2 		$29.8K Hold
231
– – 0.01% 162
2025
Q1 		$29.4K Hold
231
– – 0.01% 160
2024
Q4 		$32.3K Buy
+231
New +$38.6K 0.01% 155

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

Evelyn Partners Asset Management's DHI Position: Q1 2026 in Review

Evelyn Partners Asset Management held its D.R. Horton (DHI) position steady in Q1 2026 at 231 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #203.

Evelyn Partners Asset Management first reported a position in DHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.1K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Evelyn Partners Asset Management held 231 shares of D.R. Horton worth $31.7K as of Q1 2026.
  • Evelyn Partners Asset Management left its D.R. Horton share count unchanged in Q1 2026.
  • D.R. Horton made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #203 holding.
  • Evelyn Partners Asset Management first reported a position in D.R. Horton in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's D.R. Horton position peaked at $39.1K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.