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Evolve Private Wealth’s D.R. Horton DHI Stock Holding History

Evolve Private 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
2026
Q2 		$4.67M Sell
28,672
-2,029
-7% -$303K 0.29% 60
2026
Q1 		$4.21M Sell
30,701
-1,726
-5% -$261K 0.23% 74
2025
Q4 		$4.67M Buy
+32,427
New +$4.94M 0.28% 62

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

Evolve Private Wealth's DHI Position: Q2 2026 in Review

Evolve Private Wealth reduced its D.R. Horton (DHI) stake by 6.6% in Q2 2026, selling an estimated $303K and leaving 28,672 shares worth $4.67M. The position accounts for 0.29% of the portfolio, ranked #60.

Evolve Private Wealth first reported a position in DHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.67M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Evolve Private Wealth held 28,672 shares of D.R. Horton worth $4.67M as of Q2 2026.
  • Evolve Private Wealth sold 2,029 D.R. Horton shares in Q2 2026, an estimated $303K.
  • D.R. Horton made up 0.29% of Evolve Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Evolve Private Wealth first reported a position in D.R. Horton in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's D.R. Horton position peaked at $4.67M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.