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

EverSource 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
Q2 		$4.97M Sell
30,485
-12,811
-30% -$1.91M 0.17% 118
2026
Q1 		$5.94M Sell
43,296
-971
-2% -$147K 0.18% 102
2025
Q4 		$6.38M Buy
44,267
+800
+2% +$122K 0.23% 86
2025
Q3 		$7.37M Buy
43,467
+837
+2% +$132K 0.29% 81
2025
Q2 		$5.5M Buy
42,630
+2,049
+5% +$252K 0.25% 90
2025
Q1 		$5.16M Buy
40,581
+1,650
+4% +$221K 0.28% 79
2024
Q4 		$5.44M Buy
38,931
+309
+0.8% +$51.6K 0.31% 75
2024
Q3 		$7.37M Sell
38,622
-69
-0.2% -$12.1K 0.47% 54
2024
Q2 		$6.96M Sell
38,691
-286
-0.7% -$42K 0.46% 53
2024
Q1 		$5.55M Sell
38,977
-2,411
-6% -$361K 0.44% 57
2023
Q4 		$6.29M Sell
41,388
-1,945
-4% -$239K 0.58% 41
2023
Q3 		$4.66M Sell
43,333
-260
-0.6% -$31.1K 0.49% 52
2023
Q2 		$5.3M Sell
43,593
-664
-2% -$72.6K 0.58% 41
2023
Q1 		$4.32M Buy
44,257
+3,606
+9% +$344K 0.54% 43
2022
Q4 		$3.62M Buy
40,651
+39,999
+6,135% +$3.21M 0.55% 42
2022
Q3 		$44K Sell
652
-686
-51% -$50.5K 0.01% 662
2022
Q2 		$89K Buy
1,338
+1,179
+742% +$82.9K 0.02% 409
2022
Q1 		$12K Buy
159
+33
+26% +$2.86K ﹤0.01% 902
2021
Q4 		$14K Buy
+126
New +$12.1K ﹤0.01% 820

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's DHI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its D.R. Horton (DHI) stake by 30% in Q2 2026, selling an estimated $1.91M and leaving 30,485 shares worth $4.97M. The position accounts for 0.17% of the portfolio, ranked #118.

EverSource Wealth Advisors first reported a position in DHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.37M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • EverSource Wealth Advisors held 30,485 shares of D.R. Horton worth $4.97M as of Q2 2026.
  • EverSource Wealth Advisors sold 12,811 D.R. Horton shares in Q2 2026, an estimated $1.91M.
  • D.R. Horton made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • EverSource Wealth Advisors first reported a position in D.R. Horton in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's D.R. Horton position peaked at $7.37M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.