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Moneta Group Investment Advisors’s D.R. Horton DHI Stock Holding History

Moneta Group Investment 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
Q1 		$795K Sell
5,796
-182
-3% -$27.5K 0.01% 405
2025
Q4 		$861K Sell
5,978
-86
-1% -$13.1K 0.01% 384
2025
Q3 		$1.03M Sell
6,064
-7
-0.1% -$1.1K 0.01% 350
2025
Q2 		$783K Buy
6,071
+896
+17% +$110K 0.01% 347
2025
Q1 		$658K Buy
5,175
+267
+5% +$35.8K 0.01% 354
2024
Q4 		$686K Buy
4,908
+345
+8% +$57.6K 0.01% 336
2024
Q3 		$870K Sell
4,563
-856
-16% -$150K 0.01% 295
2024
Q2 		$764K Buy
5,419
+1,009
+23% +$148K 0.01% 309
2024
Q1 		$726K Sell
4,410
-362
-8% -$54.3K 0.01% 311
2023
Q4 		$725K Buy
4,772
+658
+16% +$81K 0.01% 277
2023
Q3 		$442K Sell
4,114
-702
-15% -$84K 0.01% 343
2023
Q2 		$586K Buy
4,816
+342
+8% +$37.4K 0.01% 292
2023
Q1 		$437K Buy
4,474
+1,012
+29% +$96.5K 0.01% 340
2022
Q4 		$342K Sell
3,462
-829
-19% -$66.4K 0.01% 350
2022
Q3 		$289K Sell
4,291
-69,089
-94% -$5.08M 0.01% 355
2022
Q2 		$4.86M Sell
73,380
-54,334
-43% -$3.82M 0.17% 92
2022
Q1 		$9.52M Buy
127,714
+120,697
+1,720% +$10.5M 0.37% 59
2021
Q4 		$761K Sell
7,017
-9
-0.1% -$867 0.03% 240
2021
Q3 		$590K Buy
7,026
+1,471
+26% +$135K 0.03% 259
2021
Q2 		$502K Buy
5,555
+393
+8% +$36.9K 0.02% 284
2021
Q1 		$460K Buy
5,162
+1,230
+31% +$96.3K 0.02% 272
2020
Q4 		$271K Sell
3,932
-8
-0.2% -$583 0.02% 265
2020
Q3 		$298K Sell
3,940
-3,021
-43% -$206K 0.03% 220
2020
Q2 		$386K Buy
6,961
+902
+15% +$43.7K 0.04% 189
2020
Q1 		$206K Buy
+6,059
New +$315K 0.02% 221

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's DHI Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its D.R. Horton (DHI) stake by 3% in Q1 2026, selling an estimated $27.5K and leaving 5,796 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #405.

Moneta Group Investment Advisors first reported a position in DHI in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.52M in Q1 2022. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Moneta Group Investment Advisors held 5,796 shares of D.R. Horton worth $795K as of Q1 2026.
  • Moneta Group Investment Advisors sold 182 D.R. Horton shares in Q1 2026, an estimated $27.5K.
  • D.R. Horton made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #405 holding.
  • Moneta Group Investment Advisors first reported a position in D.R. Horton in Q1 2020 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's D.R. Horton position peaked at $9.52M in Q1 2022.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.