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OneAscent Wealth Management’s D.R. Horton DHI Stock Holding History

OneAscent Wealth Management’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 		– Sell
-1,403
Closed -$202K – 162
2025
Q4 		$202K Sell
1,403
-469
-25% -$71.4K 0.07% 165
2025
Q3 		$317K Buy
1,872
+105
+6% +$16.5K 0.11% 117
2025
Q2 		$228K Sell
1,767
-16
-0.9% -$1.97K 0.08% 154
2025
Q1 		$227K Sell
1,783
-204
-10% -$27.4K 0.1% 129
2024
Q4 		$278K Sell
1,987
-602
-23% -$101K 0.11% 122
2024
Q3 		$494K Buy
2,589
+54
+2% +$9.49K 0.19% 70
2024
Q2 		$357K Buy
2,535
+10
+0.4% +$1.47K 0.19% 49
2024
Q1 		$415K Buy
2,525
+479
+23% +$71.8K 0.16% 89
2023
Q4 		$311K Sell
2,046
-2
-0.1% -$246 0.12% 112
2023
Q3 		$220K Buy
+2,048
New +$245K 0.1% 148
2022
Q4 		– Sell
-4,041
Closed -$272K – 164
2022
Q3 		$272K Sell
4,041
-1,787
-31% -$131K 0.14% 96
2022
Q2 		$386K Sell
5,828
-969
-14% -$68.1K 0.2% 82
2022
Q1 		$506K Buy
6,797
+414
+6% +$35.9K 0.25% 74
2021
Q4 		$692K Sell
6,383
-472
-7% -$45.5K 1.73% 12
2021
Q3 		$576K Buy
+6,855
New +$631K 0.66% 25
2021
Q1 		$1.19M Buy
13,399
+269
+2% +$21.1K 0.51% 27
2020
Q4 		$905K Buy
+13,130
New +$957K 0.41% 50

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneAscent Wealth Management's DHI Position: Q1 2026 in Review

OneAscent Wealth Management sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 1,403 shares — an estimated $202K sold.

OneAscent Wealth Management first reported a position in DHI in Q4 2020 and held it in 17 quarters. The position peaked at $1.19M in Q1 2021. 1,148 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • OneAscent Wealth Management reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,403 D.R. Horton shares in Q1 2026, an estimated $202K.
  • OneAscent Wealth Management first reported a position in D.R. Horton in Q4 2020 and held it in 17 quarters.
  • OneAscent Wealth Management's D.R. Horton position peaked at $1.19M in Q1 2021.
  • 1,148 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

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