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

Physician 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
2026
Q2 		$83.9K Buy
515
+20
+4% +$2.98K 0.01% 340
2026
Q1 		$67.9K Buy
495
+20
+4% +$3.02K 0.01% 340
2025
Q4 		$68.4K Buy
475
+4
+0.8% +$609 0.01% 330
2025
Q3 		$79.8K Buy
471
+71
+18% +$11.2K 0.01% 302
2025
Q2 		$51.6K Buy
400
+8
+2% +$985 0.01% 342
2025
Q1 		$49.8K Buy
392
+5
+1% +$671 0.01% 338
2024
Q4 		$54.1K Buy
+387
New +$64.7K 0.01% 332

Other funds holding DHI

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Physician Wealth Advisors's DHI Position: Q2 2026 in Review

Physician Wealth Advisors increased its D.R. Horton (DHI) stake by 4% in Q2 2026, buying an estimated $2.98K and bringing the position to 515 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Physician Wealth Advisors first reported a position in DHI in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Physician Wealth Advisors held 515 shares of D.R. Horton worth $83.9K as of Q2 2026.
  • Physician Wealth Advisors bought 20 D.R. Horton shares in Q2 2026, an estimated $2.98K.
  • D.R. Horton made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • Physician Wealth Advisors first reported a position in D.R. Horton in Q4 2024 and has held it in 7 quarters since.
  • 508 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.