Obermeyer Wealth Partners’s D.R. Horton DHI Stock Holding History

Obermeyer Wealth 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
2026 Q1	$1.08M	Sell	7,905 -117	-1%	-$17.7K	0.05%	109
2025 Q4	$1.16M	Hold	8,022	–	–	0.05%	104
2025 Q3	$1.36M	Hold	8,022	–	–	0.06%	92
2025 Q2	$1.03M	Buy	8,022 +117	+1%	+$14.4K	0.05%	104
2025 Q1	$1M	Hold	7,905	–	–	0.05%	97
2024 Q4	$1.11M	Hold	7,905	–	–	0.06%	95
2024 Q3	$1.51M	Hold	7,905	–	–	0.08%	86
2024 Q2	$1.11M	Hold	7,905	–	–	0.06%	97
2024 Q1	$1.3M	Buy	7,905 +5	+0.1%	+$750	0.08%	84
2023 Q4	$1.2M	Buy	7,900 +633	+9%	+$77.9K	0.08%	63
2023 Q3	$781K	Hold	7,267	–	–	0.06%	81
2023 Q2	$884K	Hold	7,267	–	–	0.06%	77
2023 Q1	$710K	Hold	7,267	–	–	0.05%	89
2022 Q4	$648K	Sell	7,267 -50	-0.7%	-$4.01K	0.05%	95
2022 Q3	$493K	Buy	+7,317	New	+$538K	0.04%	117
2022 Q1	–	Sell	-1,942	Closed	-$211K	–	238
2021 Q4	$211K	Buy	+1,942	New	+$187K	0.01%	219

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

Obermeyer Wealth Partners's DHI Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its D.R. Horton (DHI) stake by 1.5% in Q1 2026, selling an estimated $17.7K and leaving 7,905 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #109.

Obermeyer Wealth Partners first reported a position in DHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Obermeyer Wealth Partners held 7,905 shares of D.R. Horton worth $1.08M as of Q1 2026.
Obermeyer Wealth Partners sold 117 D.R. Horton shares in Q1 2026, an estimated $17.7K.
D.R. Horton made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #109 holding.
Obermeyer Wealth Partners first reported a position in D.R. Horton in Q4 2021 and has held it in 16 quarters since.
Obermeyer Wealth Partners's D.R. Horton position peaked at $1.51M in Q3 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.