New Wave Wealth Advisors’s D.R. Horton DHI Stock Holding History

New Wave Wealth 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
2025 Q2	–	Sell	-2,650	Closed	-$337K	–	144
2025 Q1	$337K	Buy	+2,650	New	+$355K	0.15%	88

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Wave Wealth Advisors's DHI Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of D.R. Horton (DHI) in Q2 2025, closing a stake of 2,650 shares — an estimated $337K sold.

New Wave Wealth Advisors first reported a position in DHI in Q1 2025 and held it in 1 quarter. The position peaked at $337K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold DHI as of Q2 2025.

New Wave Wealth Advisors reported no remaining D.R. Horton position as of Q2 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 2,650 D.R. Horton shares in Q2 2025, an estimated $337K.
New Wave Wealth Advisors first reported a position in D.R. Horton in Q1 2025 and held it in 1 quarter.
New Wave Wealth Advisors's D.R. Horton position peaked at $337K in Q1 2025.
1,107 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.