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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapstone Financial Advisors's DHI Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its D.R. Horton (DHI) stake by 4.7% in Q1 2026, selling an estimated $19.8K and leaving 2,640 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #85.

Kapstone Financial Advisors first reported a position in DHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $641K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Kapstone Financial Advisors held 2,640 shares of D.R. Horton worth $362K as of Q1 2026.
Kapstone Financial Advisors sold 131 D.R. Horton shares in Q1 2026, an estimated $19.8K.
D.R. Horton made up 0.18% of Kapstone Financial Advisors's portfolio in Q1 2026, its #85 holding.
Kapstone Financial Advisors first reported a position in D.R. Horton in Q4 2023 and has held it in 10 quarters since.
Kapstone Financial Advisors's D.R. Horton position peaked at $641K in Q3 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.