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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DHI Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its D.R. Horton (DHI) position steady in Q1 2026 at 4,330 shares worth $594K. The position accounts for 0.29% of the portfolio, ranked #86.

Heritage Wealth Management (Ohio) first reported a position in DHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 4,330 shares of D.R. Horton worth $594K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its D.R. Horton share count unchanged in Q1 2026.
  • D.R. Horton made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #86 holding.
  • Heritage Wealth Management (Ohio) first reported a position in D.R. Horton in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s D.R. Horton position peaked at $1.01M in Q3 2024.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.