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

Mascoma 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 Q2	$50.8K	Hold	312	–	–	0.01%	184
2026 Q1	$42.8K	Hold	312	–	–	0.01%	202
2025 Q4	$44.9K	Hold	312	–	–	0.01%	188
2025 Q3	$52.9K	Buy	312 +244	+359%	+$38.4K	0.01%	188
2025 Q2	$8.77K	Sell	68 -235	-78%	-$28.9K	﹤0.01%	340
2025 Q1	$38.5K	Hold	303	–	–	0.01%	208
2024 Q4	$42.4K	Hold	303	–	–	0.01%	213
2024 Q3	$57.8K	Hold	303	–	–	0.01%	184
2024 Q2	$42.7K	Hold	303	–	–	0.01%	206
2024 Q1	$49.9K	Hold	303	–	–	0.01%	183
2023 Q4	$46K	Hold	303	–	–	0.01%	192
2023 Q3	$32.6K	Buy	303 +235	+346%	+$28.1K	0.01%	222
2023 Q2	$8.67K	Hold	68	–	–	﹤0.01%	332
2023 Q1	$7.47K	Hold	68	–	–	﹤0.01%	434
2022 Q4	$6.06K	Buy	+68	New	+$5.45K	﹤0.01%	468
2021 Q4	–	Sell	-1	Closed	–	–	537
2021 Q3	$0	Buy	+1	New	+$92	﹤0.01%	451
2021 Q2	–	Sell	-1	Closed	–	–	188
2021 Q1	$0	Buy	+1	New	+$78	﹤0.01%	446

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mascoma Wealth Management's DHI Position: Q2 2026 in Review

Mascoma Wealth Management held its D.R. Horton (DHI) position steady in Q2 2026 at 312 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #184.

Mascoma Wealth Management first reported a position in DHI in Q1 2021 and has held it in 17 quarters since. The position peaked at $57.8K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Mascoma Wealth Management held 312 shares of D.R. Horton worth $50.8K as of Q2 2026.
Mascoma Wealth Management left its D.R. Horton share count unchanged in Q2 2026.
D.R. Horton made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #184 holding.
Mascoma Wealth Management first reported a position in D.R. Horton in Q1 2021 and has held it in 17 quarters since.
Mascoma Wealth Management's D.R. Horton position peaked at $57.8K in Q3 2024.
1,231 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.