Heritage Wealth Management (Ohio)’s D.R. Horton DHI Stock Holding History

Heritage Wealth Management (Ohio)’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	$653K	Sell	4,010 -320	-7%	-$47.8K	0.16%	134
2026 Q1	$594K	Hold	4,330	–	–	0.29%	86
2025 Q4	$624K	Hold	4,330	–	–	0.17%	128
2025 Q3	$734K	Sell	4,330 -334	-7%	-$52.5K	0.22%	109
2025 Q2	$601K	Sell	4,664 -236	-5%	-$29.1K	0.19%	119
2025 Q1	$623K	Sell	4,900 -415	-8%	-$55.7K	0.21%	112
2024 Q4	$743K	Hold	5,315	–	–	0.25%	105
2024 Q3	$1.01M	Sell	5,315 -675	-11%	-$119K	0.33%	78
2024 Q2	$812K	Buy	+5,990	New	+$880K	0.27%	93

Other funds holding DHI

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DHI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its D.R. Horton (DHI) stake by 7.4% in Q2 2026, selling an estimated $47.8K and leaving 4,010 shares worth $653K. The position accounts for 0.16% of the portfolio, ranked #134.

Heritage Wealth Management (Ohio) first reported a position in DHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,010 shares of D.R. Horton worth $653K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 320 D.R. Horton shares in Q2 2026, an estimated $47.8K.
D.R. Horton made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #134 holding.
Heritage Wealth Management (Ohio) first reported a position in D.R. Horton in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s D.R. Horton position peaked at $1.01M in Q3 2024.
1,238 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.