Lodestone Wealth Management
DHI icon

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

Lodestone 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
Q3 		$2.02M Sell
14,814
-111
-0.7% -$16.2K 0.68% 40
2026
Q2 		$2.43M Buy
14,925
+95
+0.6% +$14.2K 0.86% 33
2026
Q1 		$2.04M Sell
14,830
-135
-0.9% -$20.4K 0.81% 37
2025
Q4 		$2.16M Buy
14,965
+24
+0.2% +$3.65K 0.88% 36
2025
Q3 		$2.53M Sell
14,941
-240
-2% -$37.7K 1.14% 28
2025
Q2 		$1.96M Sell
15,181
-180
-1% -$22.2K 0.95% 36
2025
Q1 		$2.03M Sell
15,361
-2,565
-14% -$344K 1.08% 32
2024
Q4 		$2.51M Sell
17,926
-1,379
-7% -$230K 1.26% 27
2024
Q3 		$3.68M Sell
19,305
-269
-1% -$47.3K 1.84% 14
2024
Q2 		$2.76M Sell
19,574
-862
-4% -$127K 1.45% 24
2024
Q1 		$3.36M Sell
20,436
-1,312
-6% -$197K 1.76% 12
2023
Q4 		$3.31M Sell
21,748
-2,341
-10% -$288K 1.91% 10
2023
Q3 		$2.59M Sell
24,089
-1,114
-4% -$133K 1.81% 13
2023
Q2 		$3.07M Buy
25,203
+4,412
+21% +$482K 2.1% 10
2023
Q1 		$2.03M Sell
20,791
-38
-0.2% -$3.62K 1.57% 15
2022
Q4 		$1.86M Buy
+20,829
New +$1.67M 1.5% 20

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Lodestone Wealth Management's DHI Position: Q3 2026 in Review

Lodestone Wealth Management reduced its D.R. Horton (DHI) stake by 0.74% in Q3 2026, selling an estimated $16.2K and leaving 14,814 shares worth $2.02M. The position accounts for 0.68% of the portfolio, ranked #40.

Lodestone Wealth Management first reported a position in DHI in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.68M in Q3 2024. 995 funds tracked by Wall St. Rank hold DHI as of Q3 2026.

  • Lodestone Wealth Management held 14,814 shares of D.R. Horton worth $2.02M as of Q3 2026.
  • Lodestone Wealth Management sold 111 D.R. Horton shares in Q3 2026, an estimated $16.2K.
  • D.R. Horton made up 0.68% of Lodestone Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Lodestone Wealth Management first reported a position in D.R. Horton in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's D.R. Horton position peaked at $3.68M in Q3 2024.
  • 995 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.