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

JGP 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	$600K	Buy	+3,683	New	+$550K	0.05%	143
2025 Q2	–	Sell	-5,226	Closed	-$664K	–	204
2025 Q1	$664K	Buy	+5,226	New	+$701K	0.09%	113
2022 Q2	–	Sell	-102,128	Closed	-$7.23M	–	147
2022 Q1	$7.23M	Buy	102,128 +3,606	+4%	+$313K	1.33%	32
2021 Q4	$10.2M	Buy	98,522 +48,647	+98%	+$4.68M	1.89%	19
2021 Q3	$4.19M	Sell	49,875 -39,403	-44%	-$3.63M	0.9%	38
2021 Q2	$8.07M	Buy	+89,278	New	+$8.38M	1.73%	24

Other funds holding DHI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

JGP Wealth Management's DHI Position: Q2 2026 in Review

JGP Wealth Management opened a new position in D.R. Horton (DHI) in Q2 2026: 3,683 shares worth $600K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in DHI as recently as Q1 2025.

JGP Wealth Management first reported a position in DHI in Q2 2021 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2021. 345 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

JGP Wealth Management held 3,683 shares of D.R. Horton worth $600K as of Q2 2026.
D.R. Horton was a new JGP Wealth Management position in Q2 2026.
D.R. Horton made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #143 holding.
JGP Wealth Management first reported a position in D.R. Horton in Q2 2021 and has held it in 6 quarters since.
JGP Wealth Management's D.R. Horton position peaked at $10.2M in Q4 2021.
345 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.