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

Evercore 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
2026 Q1	$621K	Hold	4,523	–	–	0.01%	256
2025 Q4	$651K	Sell	4,523 -49	-1%	-$7.46K	0.01%	257
2025 Q3	$775K	Hold	4,572	–	–	0.01%	245
2025 Q2	$589K	Hold	4,572	–	–	0.01%	263
2025 Q1	$581K	Hold	4,572	–	–	0.01%	264
2024 Q4	$639K	Hold	4,572	–	–	0.01%	250
2024 Q3	$872K	Sell	4,572 -100	-2%	-$17.6K	0.01%	227
2024 Q2	$658K	Sell	4,672 -22	-0.5%	-$3.23K	0.01%	249
2024 Q1	$772K	Sell	4,694 -6	-0.1%	-$899	0.01%	238
2023 Q4	$714K	Buy	4,700 +28	+0.6%	+$3.45K	0.01%	249
2023 Q3	$502K	Hold	4,672	–	–	0.01%	271
2023 Q2	$569K	Hold	4,672	–	–	0.01%	269
2023 Q1	$456K	Hold	4,672	–	–	0.01%	282
2022 Q4	$416K	Buy	4,672 +353	+8%	+$28.3K	0.01%	289
2022 Q3	$291K	Hold	4,319	–	–	0.01%	318
2022 Q2	$286K	Hold	4,319	–	–	0.01%	324
2022 Q1	$322K	Hold	4,319	–	–	0.01%	343
2021 Q4	$468K	Hold	4,319	–	–	0.01%	294
2021 Q3	$363K	Hold	4,319	–	–	0.01%	333
2021 Q2	$390K	Sell	4,319 -42	-1%	-$3.94K	0.01%	326
2021 Q1	$389K	Sell	4,361 -310	-7%	-$24.3K	0.01%	327
2020 Q4	$322K	Buy	4,671 +31	+0.7%	+$2.26K	0.01%	350
2020 Q3	$351K	Buy	4,640 +90	+2%	+$6.14K	0.01%	301
2020 Q2	$252K	Buy	+4,550	New	+$221K	0.01%	330
2020 Q1	–	Sell	-5,668	Closed	-$299K	–	371
2019 Q4	$299K	Sell	5,668 -17	-0.3%	-$907	0.01%	342
2019 Q3	$300K	Buy	5,685 +247	+5%	+$11.8K	0.01%	340
2019 Q2	$235K	Buy	5,438 +62	+1%	+$2.75K	0.01%	372
2019 Q1	$222K	Buy	+5,376	New	+$211K	0.01%	382
2018 Q1	–	Sell	-3,700	Closed	-$189K	–	454
2017 Q4	$189K	Hold	3,700	–	–	0.01%	373
2017 Q3	$148K	Hold	3,700	–	–	0.01%	403
2017 Q2	$128K	Buy	3,700 +200	+6%	+$6.68K	﹤0.01%	422
2017 Q1	$117K	Sell	3,500 -1,000	-22%	-$31K	﹤0.01%	448
2016 Q4	$123K	Sell	4,500 -241	-5%	-$6.89K	0.01%	455
2016 Q3	$143K	Hold	4,741	–	–	0.01%	431
2016 Q2	$149K	Sell	4,741 -200	-4%	-$6.11K	0.01%	409
2016 Q1	$149K	Sell	4,941 -5,650	-53%	-$155K	0.01%	403
2015 Q4	$339K	Buy	10,591 +6,791	+179%	+$212K	0.02%	301
2015 Q3	$111K	Hold	3,800	–	–	0.01%	472
2015 Q2	$103K	Hold	3,800	–	–	﹤0.01%	513
2015 Q1	$108K	Hold	3,800	–	–	0.01%	513
2014 Q4	$96K	Sell	3,800 -1,000	-21%	-$23.4K	﹤0.01%	470
2014 Q3	$99K	Sell	4,800 -18,650	-80%	-$411K	0.01%	517
2014 Q2	$576K	Sell	23,450 -6,900	-23%	-$158K	0.03%	253
2014 Q1	$657K	Sell	30,350 -111,800	-79%	-$2.53M	0.04%	226
2013 Q4	$3.17M	Sell	142,150 -256,922	-64%	-$4.96M	0.17%	116
2013 Q3	$7.76M	Sell	399,072 -151,428	-28%	-$3M	0.44%	72
2013 Q2	$11.7M	Buy	+550,500	New	+$13.3M	0.66%	49

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's DHI Position: Q1 2026 in Review

Evercore Wealth Management held its D.R. Horton (DHI) position steady in Q1 2026 at 4,523 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #256.

Evercore Wealth Management first reported a position in DHI in Q2 2013 and has held it in 47 quarters since. The position peaked at $11.7M in Q2 2013. 1,145 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Evercore Wealth Management held 4,523 shares of D.R. Horton worth $621K as of Q1 2026.
Evercore Wealth Management left its D.R. Horton share count unchanged in Q1 2026.
D.R. Horton made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #256 holding.
Evercore Wealth Management first reported a position in D.R. Horton in Q2 2013 and has held it in 47 quarters since.
Evercore Wealth Management's D.R. Horton position peaked at $11.7M in Q2 2013.
1,145 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.