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

LVW 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 		$554K Buy
3,403
+1,054
+45% +$157K 0.05% 217
2026
Q1 		$322K Buy
+2,349
New +$355K 0.03% 311
2020
Q1 		– Sell
-8,844
Closed -$467K – 168
2019
Q4 		$467K Buy
+8,844
New +$472K 0.11% 108

Other funds holding DHI

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVW Advisors's DHI Position: Q2 2026 in Review

LVW Advisors increased its D.R. Horton (DHI) stake by 45% in Q2 2026, buying an estimated $157K and bringing the position to 3,403 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #217.

LVW Advisors first reported a position in DHI in Q4 2019 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • LVW Advisors held 3,403 shares of D.R. Horton worth $554K as of Q2 2026.
  • LVW Advisors bought 1,054 D.R. Horton shares in Q2 2026, an estimated $157K.
  • D.R. Horton made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #217 holding.
  • LVW Advisors first reported a position in D.R. Horton in Q4 2019 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.