Kingswood Wealth Advisors
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Kingswood Wealth Advisors’s D.R. Horton DHI Stock Holding History

Kingswood Wealth 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 		$270K Buy
+1,655
New +$247K 0.01% 825
2024
Q4 		– Sell
-1,532
Closed -$292K – 819
2024
Q3 		$292K Sell
1,532
-275
-15% -$48.3K 0.02% 573
2024
Q2 		$255K Sell
1,807
-43
-2% -$6.32K 0.02% 575
2024
Q1 		$305K Sell
1,850
-41
-2% -$6.15K 0.04% 472
2023
Q4 		$287K Buy
+1,891
New +$233K 0.03% 487

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

Kingswood Wealth Advisors's DHI Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in D.R. Horton (DHI) in Q2 2026: 1,655 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in DHI as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in DHI in Q4 2023 and has held it in 5 quarters since. The position peaked at $305K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Kingswood Wealth Advisors held 1,655 shares of D.R. Horton worth $270K as of Q2 2026.
  • D.R. Horton was a new Kingswood Wealth Advisors position in Q2 2026.
  • D.R. Horton made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #825 holding.
  • Kingswood Wealth Advisors first reported a position in D.R. Horton in Q4 2023 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's D.R. Horton position peaked at $305K in Q1 2024.
  • 1,240 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.