Herold Advisors’s D.R. Horton DHI Stock Holding History

Herold Advisors’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	-2,123	Closed	-$270K	–	316
2025 Q1	$270K	Sell	2,123 -2,577	-55%	-$346K	0.06%	235
2024 Q4	$657K	Hold	4,700	–	–	0.14%	157
2024 Q3	$897K	Hold	4,700	–	–	0.19%	141
2024 Q2	$662K	Sell	4,700 -1,811	-28%	-$266K	0.15%	155
2024 Q1	$1.07M	Buy	+6,511	New	+$976K	0.26%	116
2022 Q2	–	Sell	-100	Closed	-$7.47K	–	293
2022 Q1	$7.47K	Buy	+100	New	+$8.67K	﹤0.01%	634
2021 Q4	–	Sell	-100	Closed	-$8K	–	293
2021 Q3	$8K	Buy	+100	New	+$9.21K	﹤0.01%	616

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

Herold Advisors's DHI Position: Q2 2025 in Review

Herold Advisors sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 2,123 shares — an estimated $270K sold.

Herold Advisors first reported a position in DHI in Q3 2021 and held it in 7 quarters. The position peaked at $1.07M in Q1 2024. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

Herold Advisors reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
Herold Advisors sold 2,123 D.R. Horton shares in Q2 2025, an estimated $270K.
Herold Advisors first reported a position in D.R. Horton in Q3 2021 and held it in 7 quarters.
Herold Advisors's D.R. Horton position peaked at $1.07M in Q1 2024.
1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on Herold Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.