Orion Portfolio Solutions’s KB Home KBH Stock Holding History

Orion Portfolio Solutions’s Portfolio KBH Stock Details KBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$264K	Buy	4,534 +75	+2%	+$4.78K	﹤0.01%	1684
2024 Q4	$293K	Sell	4,459 -176	-4%	-$13.7K	﹤0.01%	1575
2024 Q3	$397K	Sell	4,635 -90	-2%	-$7.24K	﹤0.01%	1417
2024 Q2	$332K	Sell	4,725 -2,307	-33%	-$157K	﹤0.01%	1427
2024 Q1	$498K	Sell	7,032 -406	-5%	-$25.9K	0.01%	1264
2023 Q4	$467K	Buy	7,438 +29	+0.4%	+$1.49K	0.01%	1241
2023 Q3	$343K	Sell	7,409 -1,038	-12%	-$52.8K	﹤0.01%	1329
2023 Q2	$437K	Sell	8,447 -382	-4%	-$17.2K	﹤0.01%	1260
2023 Q1	$355K	Buy	+8,829	New	+$322K	﹤0.01%	1278
2020 Q3	–	Sell	-354	Closed	-$11K	–	1293
2020 Q2	$11K	Buy	354 +351	+11,700%	+$9.66K	﹤0.01%	1167
2020 Q1	$0	Sell	3 -4	-57%	-$128	﹤0.01%	2097
2019 Q4	$0	Buy	+7	New	+$242	﹤0.01%	1871

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

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

Capital World Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

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