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Kapstone Financial Advisors’s D.R. Horton DHI Stock Holding History

Kapstone Financial 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
2026
Q2 		$430K Hold
2,640
– – 0.18% 86
2026
Q1 		$362K Sell
2,640
-131
-5% -$19.8K 0.18% 85
2025
Q4 		$399K Hold
2,771
– – 0.2% 66
2025
Q3 		$470K Sell
2,771
-215
-7% -$33.8K 0.22% 59
2025
Q2 		$385K Sell
2,986
-159
-5% -$19.6K 0.19% 67
2025
Q1 		$400K Hold
3,145
– – 0.23% 66
2024
Q4 		$446K Sell
3,145
-220
-7% -$36.8K 0.24% 62
2024
Q3 		$641K Hold
3,365
– – 0.39% 50
2024
Q2 		$474K Hold
3,365
– – 0.31% 57
2024
Q1 		$554K Buy
3,365
+70
+2% +$10.5K 0.38% 52
2023
Q4 		$466K Buy
+3,295
New +$406K 0.37% 53

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 $3.38T AUM 44.17% 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

Kapstone Financial Advisors's DHI Position: Q2 2026 in Review

Kapstone Financial Advisors held its D.R. Horton (DHI) position steady in Q2 2026 at 2,640 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #86.

Kapstone Financial Advisors first reported a position in DHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Kapstone Financial Advisors held 2,640 shares of D.R. Horton worth $430K as of Q2 2026.
  • Kapstone Financial Advisors left its D.R. Horton share count unchanged in Q2 2026.
  • D.R. Horton made up 0.18% of Kapstone Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Kapstone Financial Advisors first reported a position in D.R. Horton in Q4 2023 and has held it in 11 quarters since.
  • Kapstone Financial Advisors's D.R. Horton position peaked at $641K in Q3 2024.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.