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GoalVest Advisory’s D.R. Horton DHI Stock Holding History

GoalVest Advisory’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
Q3 		$10.7K Buy
+78
New +$11.4K ﹤0.01% 438
2025
Q2 		– Sell
-2
Closed -$254 – 408
2025
Q1 		$254 Buy
+2
New +$268 ﹤0.01% 423
2022
Q2 		– Sell
-2
Closed – – 358
2022
Q1 		$0 Buy
+2
New +$173 ﹤0.01% 398

Other funds holding DHI

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

GoalVest Advisory's DHI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in D.R. Horton (DHI) in Q3 2026: 78 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DHI as recently as Q1 2025.

GoalVest Advisory first reported a position in DHI in Q1 2022 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DHI as of Q3 2026.

  • GoalVest Advisory held 78 shares of D.R. Horton worth $10.7K as of Q3 2026.
  • D.R. Horton was a new GoalVest Advisory position in Q3 2026.
  • D.R. Horton made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #438 holding.
  • GoalVest Advisory first reported a position in D.R. Horton in Q1 2022 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.