Pettee Investors’s D.R. Horton DHI Stock Holding History

Pettee Investors’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	$3.3M	Hold	21,455	–	–	1.7%	16
2025 Q4	$3.09M	Hold	21,455	–	–	1.73%	14
2025 Q3	$3.64M	Hold	21,455	–	–	2%	10
2025 Q2	$2.77M	Hold	21,455	–	–	1.65%	16
2025 Q1	$2.73M	Hold	21,455	–	–	1.63%	17
2024 Q4	$3M	Hold	21,455	–	–	1.52%	17
2024 Q3	$4.09M	Hold	21,455	–	–	1.99%	8
2024 Q2	$3.02M	Sell	21,455 -35	-0.2%	-$5.14K	1.46%	21
2024 Q1	$3.54M	Sell	21,490 -35	-0.2%	-$5.25K	1.5%	19
2023 Q4	$3.27M	Hold	21,525	–	–	1.45%	18
2023 Q3	$2.31M	Hold	21,525	–	–	1.1%	31
2023 Q2	$2.62M	Hold	21,525	–	–	1.19%	27
2023 Q1	$2.1M	Hold	21,525	–	–	1.01%	34
2022 Q4	$1.92M	Hold	21,525	–	–	0.94%	30
2022 Q3	$1.45M	Hold	21,525	–	–	0.78%	41
2022 Q2	$1.43M	Hold	21,525	–	–	0.71%	45
2022 Q1	$1.6M	Hold	21,525	–	–	0.71%	47
2021 Q4	$2.33M	Hold	21,525	–	–	0.98%	31
2021 Q3	$1.81M	Buy	21,525 +100	+0.5%	+$9.21K	0.84%	38
2021 Q2	$1.94M	Buy	21,425 +3,295	+18%	+$309K	0.91%	33
2021 Q1	$1.62M	Buy	18,130 +5,175	+40%	+$405K	0.78%	39
2020 Q4	$893K	Buy	12,955 +1,455	+13%	+$106K	0.47%	66
2020 Q3	$870K	Buy	11,500 +2,800	+32%	+$191K	0.5%	58
2020 Q2	$482K	Buy	+8,700	New	+$422K	0.3%	76
2018 Q1	–	Sell	-16,320	Closed	-$833K	–	118
2017 Q4	$833K	Buy	16,320 +269	+2%	+$12.5K	0.51%	60
2017 Q3	$641K	Buy	+16,051	New	+$585K	0.41%	71

Other funds holding DHI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pettee Investors's DHI Position: Q1 2026 in Review

Pettee Investors held its D.R. Horton (DHI) position steady in Q1 2026 at 21,455 shares worth $3.3M. The position accounts for 1.7% of the portfolio, ranked #16.

Pettee Investors first reported a position in DHI in Q3 2017 and has held it in 26 quarters since. The position peaked at $4.09M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Pettee Investors held 21,455 shares of D.R. Horton worth $3.3M as of Q1 2026.
Pettee Investors left its D.R. Horton share count unchanged in Q1 2026.
D.R. Horton made up 1.7% of Pettee Investors's portfolio in Q1 2026, its #16 holding.
Pettee Investors first reported a position in D.R. Horton in Q3 2017 and has held it in 26 quarters since.
Pettee Investors's D.R. Horton position peaked at $4.09M in Q3 2024.
1,145 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.