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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
Q2 		$56K Sell
344
-21,382
-98% -$3.19M ﹤0.01% 576
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Montag & Associates's DHI Position: Q2 2026 in Review

Montag & Associates reduced its D.R. Horton (DHI) stake by 98% in Q2 2026, selling an estimated $3.19M and leaving 344 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Montag & Associates first reported a position in DHI in Q3 2017 and has held it in 6 quarters since. The position peaked at $2.98M in Q1 2026. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Montag & Associates held 344 shares of D.R. Horton worth $56K as of Q2 2026.
  • Montag & Associates sold 21,382 D.R. Horton shares in Q2 2026, an estimated $3.19M.
  • D.R. Horton made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #576 holding.
  • Montag & Associates first reported a position in D.R. Horton in Q3 2017 and has held it in 6 quarters since.
  • Montag & Associates's D.R. Horton position peaked at $2.98M in Q1 2026.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.