NorthRock Partners’s D.R. Horton DHI Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-7,895	Closed	-$1.34M	–	698
2025 Q3	$1.34M	Buy	7,895 +3,484	+79%	+$548K	0.02%	285
2025 Q2	$569K	Sell	4,411 -82	-2%	-$10.1K	0.01%	371
2025 Q1	$571K	Buy	4,493 +239	+6%	+$32.1K	0.02%	319
2024 Q4	$595K	Sell	4,254 -426	-9%	-$71.2K	0.02%	311
2024 Q3	$893K	Buy	4,680 +434	+10%	+$76.3K	0.03%	229
2024 Q2	$598K	Sell	4,246 -56	-1%	-$8.23K	0.02%	305
2024 Q1	$708K	Buy	4,302 +186	+5%	+$27.9K	0.03%	269
2023 Q4	$626K	Buy	4,116 +1,323	+47%	+$163K	0.03%	266
2023 Q3	$300K	Buy	2,793 +467	+20%	+$55.9K	0.03%	237
2023 Q2	$283K	Sell	2,326 -478	-17%	-$52.3K	0.03%	222
2023 Q1	$274K	Buy	2,804 +249	+10%	+$23.7K	0.03%	243
2022 Q4	$228K	Buy	+2,555	New	+$205K	0.03%	306

Other funds holding DHI

Capital World Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Norges Bank Oslo, Norway $935B AUM

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