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Marshall & Sterling Wealth Advisors’s D.R. Horton DHI Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-13
Closed -$1.66K – 640
2025
Q1 		$1.66K Buy
+13
New +$1.74K ﹤0.01% 551

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

Marshall & Sterling Wealth Advisors's DHI Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 13 shares — an estimated $1.66K sold.

Marshall & Sterling Wealth Advisors first reported a position in DHI in Q1 2025 and held it in 1 quarter. The position peaked at $1.66K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 13 D.R. Horton shares in Q2 2025, an estimated $1.66K.
  • Marshall & Sterling Wealth Advisors first reported a position in D.R. Horton in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's D.R. Horton position peaked at $1.66K in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.