Great Valley Advisor Group’s D.R. Horton DHI Stock Holding History

Great Valley Advisor Group’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 Q4	–	Sell	-1,226	Closed	-$208K	–	955
2025 Q3	$208K	Buy	+1,226	New	+$193K	﹤0.01%	882
2025 Q2	–	Sell	-2,756	Closed	-$350K	–	903
2025 Q1	$350K	Sell	2,756 -23,029	-89%	-$3.09M	0.01%	678
2024 Q4	$3.61M	Buy	25,785 +3,226	+14%	+$539K	0.08%	227
2024 Q3	$4.3M	Buy	22,559 +5,842	+35%	+$1.03M	0.11%	197
2024 Q2	$2.36M	Buy	16,717 +3,590	+27%	+$527K	0.07%	266
2024 Q1	$2.16M	Buy	13,127 +4,637	+55%	+$695K	0.07%	259
2023 Q4	$1.29M	Buy	8,490 +4,246	+100%	+$523K	0.05%	302
2023 Q3	$456K	Buy	4,244 +1,627	+62%	+$195K	0.02%	456
2023 Q2	$319K	Buy	+2,617	New	+$286K	0.01%	546

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Valley Advisor Group's DHI Position: Q4 2025 in Review

Great Valley Advisor Group sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 1,226 shares — an estimated $208K sold.

Great Valley Advisor Group first reported a position in DHI in Q2 2023 and held it in 9 quarters. The position peaked at $4.3M in Q3 2024. 1,192 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Great Valley Advisor Group reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Great Valley Advisor Group sold 1,226 D.R. Horton shares in Q4 2025, an estimated $208K.
Great Valley Advisor Group first reported a position in D.R. Horton in Q2 2023 and held it in 9 quarters.
Great Valley Advisor Group's D.R. Horton position peaked at $4.3M in Q3 2024.
1,192 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.