NewEdge Wealth’s D.R. Horton DHI Stock Holding History

NewEdge 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 Q1	$621K	Sell	4,525 -9,802	-68%	-$1.48M	0.01%	751
2025 Q4	$2.06M	Sell	14,327 -976	-6%	-$149K	0.02%	439
2025 Q3	$2.22M	Buy	15,303 +463	+3%	+$72.8K	0.03%	373
2025 Q2	$2.28M	Sell	14,840 -138	-0.9%	-$17K	0.04%	353
2025 Q1	$1.9M	Sell	14,978 -949	-6%	-$127K	0.03%	357
2024 Q4	$2.23M	Hold	15,927	–	–	0.04%	328
2024 Q3	$3.04M	Buy	15,927 +14,075	+760%	+$2.47M	0.05%	290
2024 Q2	$261K	Buy	1,852 +85	+5%	+$12.5K	0.01%	667
2024 Q1	$257K	Buy	+1,767	New	+$265K	0.01%	695

Other funds holding DHI

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

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

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

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

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

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

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

NewEdge Wealth's DHI Position: Q1 2026 in Review

NewEdge Wealth reduced its D.R. Horton (DHI) stake by 68% in Q1 2026, selling an estimated $1.48M and leaving 4,525 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #751.

NewEdge Wealth first reported a position in DHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.04M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

NewEdge Wealth held 4,525 shares of D.R. Horton worth $621K as of Q1 2026.
NewEdge Wealth sold 9,802 D.R. Horton shares in Q1 2026, an estimated $1.48M.
D.R. Horton made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #751 holding.
NewEdge Wealth first reported a position in D.R. Horton in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's D.R. Horton position peaked at $3.04M in Q3 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.