MBFW
DHI icon

Morton Brown Family Wealth’s D.R. Horton DHI Stock Holding History

Morton Brown Family Wealth’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 		$814 Buy
+5
New +$746 ﹤0.01% 324
2023
Q2 		– Sell
-22
Closed -$2.15K – 211
2023
Q1 		$2.15K Buy
+22
New +$2.1K ﹤0.01% 190

Other funds holding DHI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Morton Brown Family Wealth's DHI Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in D.R. Horton (DHI) in Q2 2026: 5 shares worth $814. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in DHI as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in DHI in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.15K in Q1 2023. 345 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of D.R. Horton worth $814 as of Q2 2026.
  • D.R. Horton was a new Morton Brown Family Wealth position in Q2 2026.
  • D.R. Horton made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #324 holding.
  • Morton Brown Family Wealth first reported a position in D.R. Horton in Q1 2023 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's D.R. Horton position peaked at $2.15K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.