MA
DHI icon

Montag & Associates’s D.R. Horton DHI Stock Holding History

Montag & Associates’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 		$2.98M Buy
21,726
+13,480
+163% +$2.04M 0.14% 139
2025
Q4 		$1.19M Buy
8,246
+1,351
+20% +$206K 0.05% 221
2025
Q3 		$1.17M Buy
+6,895
New +$1.08M 0.05% 218
2018
Q1 		– Sell
-24,328
Closed -$1.24M – 285
2017
Q4 		$1.24M Buy
24,328
+1,018
+4% +$47.4K 0.12% 162
2017
Q3 		$931K Buy
+23,310
New +$849K 0.1% 161

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

Montag & Associates's DHI Position: Q1 2026 in Review

Montag & Associates increased its D.R. Horton (DHI) stake by 163% in Q1 2026, buying an estimated $2.04M and bringing the position to 21,726 shares worth $2.98M. The position accounts for 0.14% of the portfolio, ranked #139.

Montag & Associates first reported a position in DHI in Q3 2017 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Montag & Associates held 21,726 shares of D.R. Horton worth $2.98M as of Q1 2026.
  • Montag & Associates bought 13,480 D.R. Horton shares in Q1 2026, an estimated $2.04M.
  • D.R. Horton made up 0.14% of Montag & Associates's portfolio in Q1 2026, its #139 holding.
  • Montag & Associates first reported a position in D.R. Horton in Q3 2017 and has held it in 5 quarters since.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.