RA
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Rise Advisors’s D.R. Horton DHI Stock Holding History

Rise 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
2025
Q4 		– Sell
-196
Closed -$33.1K – 461
2025
Q3 		$33.1K Buy
196
+10
+5% +$1.57K 0.01% 353
2025
Q2 		$24K Hold
186
– – 0.01% 432
2025
Q1 		$23.6K Buy
186
+14
+8% +$1.88K 0.01% 421
2024
Q4 		$24.1K Buy
172
+4
+2% +$668 0.01% 535
2024
Q3 		$32K Buy
168
+1
+0.6% +$176 0.02% 385
2024
Q2 		$23.6K Hold
167
– – 0.01% 515
2024
Q1 		$27.5K Buy
+167
New +$25K 0.01% 425
2022
Q3 		– Sell
-16
Closed -$1K – 716
2022
Q2 		$1K Hold
16
– – ﹤0.01% 627
2022
Q1 		$1K Hold
16
– – ﹤0.01% 594
2021
Q4 		$1.74K Buy
+16
New +$1.54K ﹤0.01% 551

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return