Private Wealth Partners’s D.R. Horton DHI Stock Holding History

Private Wealth Partners’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	-6,305	Closed	-$1.07M	–	178
2025 Q3	$1.07M	Buy	+6,305	New	+$992K	0.08%	98
2025 Q2	–	Sell	-6,165	Closed	-$784K	–	178
2025 Q1	$784K	Buy	6,165 +2,570	+71%	+$345K	0.06%	100
2024 Q4	$503K	Buy	+3,595	New	+$601K	0.04%	125

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Private Wealth Partners's DHI Position: Q4 2025 in Review

Private Wealth Partners sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 6,305 shares — an estimated $1.07M sold.

Private Wealth Partners first reported a position in DHI in Q4 2024 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 1,188 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Private Wealth Partners reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Private Wealth Partners sold 6,305 D.R. Horton shares in Q4 2025, an estimated $1.07M.
Private Wealth Partners first reported a position in D.R. Horton in Q4 2024 and held it in 3 quarters.
Private Wealth Partners's D.R. Horton position peaked at $1.07M in Q3 2025.
1,188 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.