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Legacy Advisors’s D.R. Horton DHI Stock Holding History

Legacy 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
2025
Q2 		– Sell
-2,023
Closed -$257K – 125
2025
Q1 		$257K Buy
2,023
+78
+4% +$10.5K 0.03% 361
2024
Q4 		$272K Buy
1,945
+128
+7% +$21.4K 0.03% 329
2024
Q3 		$347K Buy
1,817
+282
+18% +$49.6K 0.04% 280
2024
Q2 		$216K Sell
1,535
-1,457
-49% -$214K 0.03% 305
2024
Q1 		$492K Buy
+2,992
New +$449K 0.06% 208

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Advisors's DHI Position: Q2 2025 in Review

Legacy Advisors sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 2,023 shares — an estimated $257K sold.

Legacy Advisors first reported a position in DHI in Q1 2024 and held it in 5 quarters. The position peaked at $492K in Q1 2024. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

  • Legacy Advisors reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 2,023 D.R. Horton shares in Q2 2025, an estimated $257K.
  • Legacy Advisors first reported a position in D.R. Horton in Q1 2024 and held it in 5 quarters.
  • Legacy Advisors's D.R. Horton position peaked at $492K in Q1 2024.
  • 1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.