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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s D.R. Horton DHI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-45
Closed -$6.17K – 553
2026
Q1 		$6.17K Buy
45
+21
+88% +$3.17K ﹤0.01% 420
2025
Q4 		$3.46K Hold
24
– – ﹤0.01% 455
2025
Q3 		$4.07K Buy
+24
New +$3.77K ﹤0.01% 446

Other funds holding DHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DHI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 45 shares — an estimated $6.17K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DHI in Q3 2025 and held it in 3 quarters. The position peaked at $6.17K in Q1 2026. 680 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 45 D.R. Horton shares in Q2 2026, an estimated $6.17K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in D.R. Horton in Q3 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s D.R. Horton position peaked at $6.17K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.