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Institute for Wealth Management’s D.R. Horton DHI Stock Holding History

Institute for Wealth Management’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 		$398K Hold
2,441
– – 0.04% 375
2026
Q1 		$335K Hold
2,441
– – 0.04% 401
2025
Q4 		$352K Sell
2,441
-79
-3% -$12K 0.04% 394
2025
Q3 		$427K Buy
2,520
+182
+8% +$28.6K 0.04% 363
2025
Q2 		$301K Sell
2,338
-45
-2% -$5.54K 0.03% 438
2025
Q1 		$303K Hold
2,383
– – 0.04% 411
2024
Q4 		$333K Sell
2,383
-79
-3% -$13.2K 0.04% 373
2024
Q3 		$470K Buy
+2,462
New +$433K 0.06% 313

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's DHI Position: Q2 2026 in Review

Institute for Wealth Management held its D.R. Horton (DHI) position steady in Q2 2026 at 2,441 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #375.

Institute for Wealth Management first reported a position in DHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $470K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Institute for Wealth Management held 2,441 shares of D.R. Horton worth $398K as of Q2 2026.
  • Institute for Wealth Management left its D.R. Horton share count unchanged in Q2 2026.
  • D.R. Horton made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Institute for Wealth Management first reported a position in D.R. Horton in Q3 2024 and has held it in 8 quarters since.
  • Institute for Wealth Management's D.R. Horton position peaked at $470K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.