NewSquare Capital’s D.R. Horton DHI Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-202	Closed	-$26K	–	446
2025 Q2	$26K	Buy	202 +47	+30%	+$5.79K	﹤0.01%	426
2025 Q1	$19.7K	Buy	155 +142	+1,092%	+$19K	﹤0.01%	358
2024 Q4	$1.82K	Buy	+13	New	+$2.17K	﹤0.01%	563
2024 Q1	–	Sell	-2,950	Closed	-$448K	–	458
2023 Q4	$448K	Buy	2,950 +5	+0.2%	+$616	0.04%	138
2023 Q3	$316K	Sell	2,945 -1,880	-39%	-$225K	0.03%	144
2023 Q2	$587K	Sell	4,825 -35	-0.7%	-$3.83K	0.06%	132
2023 Q1	$475K	Sell	4,860 -25	-0.5%	-$2.38K	0.06%	136
2022 Q4	$435K	Buy	+4,885	New	+$392K	0.05%	138
2022 Q1	–	Sell	-203	Closed	-$22K	–	391
2021 Q4	$22K	Hold	203	–	–	﹤0.01%	235
2021 Q3	$17K	Hold	203	–	–	﹤0.01%	240
2021 Q2	$18K	Hold	203	–	–	﹤0.01%	234
2021 Q1	$18K	Hold	203	–	–	﹤0.01%	204
2020 Q4	$14K	Hold	203	–	–	﹤0.01%	213
2020 Q3	$15K	Hold	203	–	–	﹤0.01%	206
2020 Q2	$11K	Hold	203	–	–	﹤0.01%	221
2020 Q1	$7K	Buy	+203	New	+$10.5K	﹤0.01%	253

Other funds holding DHI

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

NewSquare Capital's DHI Position: Q3 2025 in Review

NewSquare Capital sold out of D.R. Horton (DHI) in Q3 2025, closing a stake of 202 shares — an estimated $26K sold.

NewSquare Capital first reported a position in DHI in Q1 2020 and held it in 16 quarters. The position peaked at $587K in Q2 2023. 1,211 funds tracked by Wall St. Rank hold DHI as of Q3 2025.

NewSquare Capital reported no remaining D.R. Horton position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 202 D.R. Horton shares in Q3 2025, an estimated $26K.
NewSquare Capital first reported a position in D.R. Horton in Q1 2020 and held it in 16 quarters.
NewSquare Capital's D.R. Horton position peaked at $587K in Q2 2023.
1,211 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.