IWC
DHI icon

Integrated Wealth Concepts’s D.R. Horton DHI Stock Holding History

Integrated Wealth Concepts’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 		$1.56M Sell
9,548
-1,165
-11% -$174K 0.01% 1084
2026
Q1 		$1.47M Buy
10,713
+797
+8% +$120K 0.01% 904
2025
Q4 		$1.43M Buy
9,916
+393
+4% +$59.8K 0.02% 631
2025
Q3 		$1.61M Buy
9,523
+2,736
+40% +$430K 0.01% 766
2025
Q2 		$875K Buy
6,787
+2,558
+60% +$315K 0.01% 1000
2025
Q1 		$538K Buy
4,229
+803
+23% +$108K 0.01% 1113
2024
Q4 		$479K Sell
3,426
-3,344
-49% -$559K 0.01% 1143
2024
Q3 		$1.29M Sell
6,770
-320
-5% -$56.2K 0.02% 701
2024
Q2 		$999K Buy
7,090
+1,356
+24% +$199K 0.01% 761
2024
Q1 		$944K Buy
5,734
+1,686
+42% +$253K 0.01% 776
2023
Q4 		$615K Sell
4,048
-2,390
-37% -$294K 0.01% 910
2023
Q3 		$692K Buy
6,438
+317
+5% +$38K 0.01% 843
2023
Q2 		$745K Buy
6,121
+1,318
+27% +$144K 0.01% 806
2023
Q1 		$469K Buy
+4,803
New +$458K 0.01% 873
2021
Q2 		– Sell
-10,027
Closed -$894K – 811
2021
Q1 		$894K Buy
10,027
+574
+6% +$44.9K 0.04% 320
2020
Q4 		$652K Buy
9,453
+1,587
+20% +$116K 0.03% 351
2020
Q3 		$595K Buy
7,866
+814
+12% +$55.6K 0.04% 306
2020
Q2 		$391K Buy
+7,052
New +$342K 0.03% 343

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

Integrated Wealth Concepts's DHI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its D.R. Horton (DHI) stake by 11% in Q2 2026, selling an estimated $174K and leaving 9,548 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1084.

Integrated Wealth Concepts first reported a position in DHI in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2025. 1,233 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Integrated Wealth Concepts held 9,548 shares of D.R. Horton worth $1.56M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,165 D.R. Horton shares in Q2 2026, an estimated $174K.
  • D.R. Horton made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1084 holding.
  • Integrated Wealth Concepts first reported a position in D.R. Horton in Q2 2020 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's D.R. Horton position peaked at $1.61M in Q3 2025.
  • 1,233 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.