Planned Solutions’s D.R. Horton DHI Stock Holding History

Planned Solutions’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 Q3	$330K	Hold	2,414	–	–	0.09%	105
2026 Q2	$393K	Hold	2,414	–	–	0.11%	92
2026 Q1	$331K	Hold	2,414	–	–	0.11%	94
2025 Q4	$348K	Hold	2,414	–	–	0.11%	91
2025 Q3	$409K	Hold	2,414	–	–	0.14%	80
2025 Q2	$311K	Hold	2,414	–	–	0.12%	86
2025 Q1	$307K	Hold	2,414	–	–	0.12%	81
2024 Q4	$338K	Sell	2,414 -140	-5%	-$23.4K	0.14%	71
2024 Q3	$487K	Buy	2,554 +195	+8%	+$34.3K	0.2%	52
2024 Q2	$332K	Hold	2,359	–	–	0.16%	63
2024 Q1	$388K	Buy	2,359 +200	+9%	+$30K	0.19%	55
2023 Q4	$328K	Hold	2,159	–	–	0.15%	57
2023 Q3	$232K	Sell	2,159 -15	-0.7%	-$1.8K	0.14%	68
2023 Q2	$265K	Hold	2,174	–	–	0.16%	61
2023 Q1	$212K	Buy	+2,174	New	+$207K	0.13%	71
2021 Q1	–	Sell	-970	Closed	-$67K	–	147
2020 Q4	$67K	Buy	+970	New	+$70.7K	0.05%	157

Other funds holding DHI

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Planned Solutions's DHI Position: Q3 2026 in Review

Planned Solutions held its D.R. Horton (DHI) position steady in Q3 2026 at 2,414 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #105.

Planned Solutions first reported a position in DHI in Q4 2020 and has held it in 16 quarters since. The position peaked at $487K in Q3 2024. 194 funds tracked by Wall St. Rank hold DHI as of Q3 2026.

Planned Solutions held 2,414 shares of D.R. Horton worth $330K as of Q3 2026.
Planned Solutions left its D.R. Horton share count unchanged in Q3 2026.
D.R. Horton made up 0.09% of Planned Solutions's portfolio in Q3 2026, its #105 holding.
Planned Solutions first reported a position in D.R. Horton in Q4 2020 and has held it in 16 quarters since.
Planned Solutions's D.R. Horton position peaked at $487K in Q3 2024.
194 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.