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Optimum Investment Advisors’s D.R. Horton DHI Stock Holding History

Optimum Investment Advisors’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 		$1.24M Hold
7,330
– – 0.49% 40
2025
Q2 		$945K Hold
7,330
– – 0.41% 53
2025
Q1 		$932K Hold
7,330
– – 0.44% 52
2024
Q4 		$1.02M Buy
7,330
+125
+2% +$20.9K 0.45% 45
2024
Q3 		$1.37M Sell
7,205
-100
-1% -$17.6K 0.59% 33
2024
Q2 		$1.03M Sell
7,305
-300
-4% -$44.1K 0.46% 43
2024
Q1 		$1.25M Buy
7,605
+850
+13% +$127K 0.57% 35
2023
Q4 		$1.03M Hold
6,755
– – 0.52% 39
2023
Q3 		$726K Buy
6,755
+1,150
+21% +$138K 0.37% 63
2023
Q2 		$682K Buy
5,605
+850
+18% +$92.9K 0.33% 69
2023
Q1 		$465K Sell
4,755
-300
-6% -$28.6K 0.24% 100
2022
Q4 		$451K Sell
5,055
-200
-4% -$16K 0.24% 100
2022
Q3 		$354K Hold
5,255
– – 0.19% 120
2022
Q2 		$348K Hold
5,255
– – 0.17% 124
2022
Q1 		$392K Sell
5,255
-600
-10% -$52K 0.17% 130
2021
Q4 		$635K Sell
5,855
-800
-12% -$77K 0.25% 92
2021
Q3 		$559K Sell
6,655
-11,005
-62% -$1.01M 0.24% 98
2021
Q2 		$1.6M Sell
17,660
-3,900
-18% -$366K 0.5% 45
2021
Q1 		$1.92M Sell
21,560
-1,115
-5% -$87.3K 0.56% 41
2020
Q4 		$1.56M Buy
22,675
+430
+2% +$31.4K 0.47% 48
2020
Q3 		$1.68M Hold
22,245
– – 0.56% 40
2020
Q2 		$1.23M Buy
22,245
+2,465
+12% +$119K 0.43% 56
2020
Q1 		$673K Sell
19,780
-6,700
-25% -$348K 0.28% 80
2019
Q4 		$1.4M Buy
26,480
+1
+0% +$53 0.41% 54
2019
Q3 		$1.4M Sell
26,479
-2,075
-7% -$99K 0.44% 52
2019
Q2 		$1.23M Buy
28,554
+2
+0% +$89 0.4% 61
2019
Q1 		$1.18M Sell
28,552
-998
-3% -$39.1K 0.39% 62
2018
Q4 		$1.02M Sell
29,550
-2,350
-7% -$85.7K 0.35% 69
2018
Q3 		$1.35M Buy
31,900
+650
+2% +$28.1K 0.37% 70
2018
Q2 		$1.28M Sell
31,250
-150
-0.5% -$6.47K 0.37% 67
2018
Q1 		$1.38M Buy
31,400
+50
+0.2% +$2.33K 0.4% 61
2017
Q4 		$1.6M Hold
31,350
– – 0.51% 49
2017
Q3 		$1.25M Buy
31,350
+16,575
+112% +$604K 0.42% 63
2017
Q2 		$511K Sell
14,775
-2,700
-15% -$90.2K 0.18% 164
2017
Q1 		$582K Buy
17,475
+200
+1% +$6.2K 0.21% 143
2016
Q4 		$472K Sell
17,275
-385
-2% -$11K 0.18% 151
2016
Q3 		$533K Buy
17,660
+2,475
+16% +$79.5K 0.2% 142
2016
Q2 		$478K Buy
15,185
+2,200
+17% +$67.2K 0.19% 155
2016
Q1 		$393K Hold
12,985
– – 0.15% 176
2015
Q4 		$416K Buy
+12,985
New +$405K 0.16% 177
2015
Q1 		$74K Buy
2,600
+1,100
+73% +$28.7K 0.02% 427
2014
Q4 		$38K Sell
1,500
-2,500
-63% -$58.5K 0.01% 571
2014
Q3 		$82K Hold
4,000
– – 0.03% 378
2014
Q2 		$98K Hold
4,000
– – 0.03% 347
2014
Q1 		$87K Buy
4,000
+1,200
+43% +$27.1K 0.03% 323
2013
Q4 		$62K Buy
2,800
+1,700
+155% +$32.8K 0.02% 364
2013
Q3 		$21K Buy
+1,100
New +$21.8K 0.01% 484

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's DHI Position: Q3 2025 in Review

Optimum Investment Advisors held its D.R. Horton (DHI) position steady in Q3 2025 at 7,330 shares worth $1.24M. The position accounts for 0.49% of the portfolio, ranked #40.

Optimum Investment Advisors first reported a position in DHI in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.92M in Q1 2021. 1,212 funds tracked by Wall St. Rank hold DHI as of Q3 2025.

  • Optimum Investment Advisors held 7,330 shares of D.R. Horton worth $1.24M as of Q3 2025.
  • Optimum Investment Advisors left its D.R. Horton share count unchanged in Q3 2025.
  • D.R. Horton made up 0.49% of Optimum Investment Advisors's portfolio in Q3 2025, its #40 holding.
  • Optimum Investment Advisors first reported a position in D.R. Horton in Q3 2013 and has held it in 47 quarters since.
  • Optimum Investment Advisors's D.R. Horton position peaked at $1.92M in Q1 2021.
  • 1,212 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.