Peak Retirement Planning’s D.R. Horton DHI Stock Holding History

Peak Retirement Planning’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 Q4	–	Sell	-13,088	Closed	-$2.22M	–	147
2025 Q3	$2.22M	Buy	13,088 +903	+7%	+$142K	0.62%	37
2025 Q2	$1.57M	Buy	12,185 +3,353	+38%	+$413K	0.63%	29
2025 Q1	$1.12M	Buy	8,832 +2,577	+41%	+$346K	0.62%	32
2024 Q4	$858K	Buy	+6,255	New	+$1.05M	0.58%	53

Other funds holding DHI

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Peak Retirement Planning's DHI Position: Q4 2025 in Review

Peak Retirement Planning sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 13,088 shares — an estimated $2.22M sold.

Peak Retirement Planning first reported a position in DHI in Q4 2024 and held it in 4 quarters. The position peaked at $2.22M in Q3 2025. 1,189 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Peak Retirement Planning reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Peak Retirement Planning sold 13,088 D.R. Horton shares in Q4 2025, an estimated $2.22M.
Peak Retirement Planning first reported a position in D.R. Horton in Q4 2024 and held it in 4 quarters.
Peak Retirement Planning's D.R. Horton position peaked at $2.22M in Q3 2025.
1,189 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.