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

Regent Peak 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 		$283K Buy
+1,735
New +$259K 0.05% 162
2025
Q4 		– Sell
-1,311
Closed -$222K – 200
2025
Q3 		$222K Buy
+1,311
New +$206K 0.04% 176
2024
Q4 		– Sell
-1,348
Closed -$257K – 185
2024
Q3 		$257K Buy
+1,348
New +$237K 0.06% 140
2024
Q2 		– Sell
-1,322
Closed -$218K – 167
2024
Q1 		$218K Buy
+1,322
New +$198K 0.06% 151
2021
Q1 		– Sell
-792
Closed -$55K – 351
2020
Q4 		$55K Buy
+792
New +$57.8K 0.02% 297

Other funds holding DHI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return