Pacific Capital Wealth Advisors’s D.R. Horton DHI Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-153	Closed	-$21.4K	–	159
2024 Q4	$21.4K	Hold	153	–	–	﹤0.01%	217
2024 Q3	$29.2K	Hold	153	–	–	﹤0.01%	198
2024 Q2	$21.6K	Buy	+153	New	+$22.5K	﹤0.01%	223

Other funds holding DHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's DHI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 153 shares — an estimated $21.4K sold.

Pacific Capital Wealth Advisors first reported a position in DHI in Q2 2024 and held it in 3 quarters. The position peaked at $29.2K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 153 D.R. Horton shares in Q1 2025, an estimated $21.4K.
Pacific Capital Wealth Advisors first reported a position in D.R. Horton in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's D.R. Horton position peaked at $29.2K in Q3 2024.
1,106 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.