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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

GoalVest Advisory's DHI Position: Q2 2025 in Review

GoalVest Advisory sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 2 shares — an estimated $254 sold.

GoalVest Advisory first reported a position in DHI in Q1 2022 and held it in 2 quarters. The position peaked at $254 in Q1 2025. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

GoalVest Advisory reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 2 D.R. Horton shares in Q2 2025, an estimated $254.
GoalVest Advisory first reported a position in D.R. Horton in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's D.R. Horton position peaked at $254 in Q1 2025.
1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.