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Root Financial Partners’s D.R. Horton DHI Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-764
Closed -$105K – 1116
2026
Q1 		$105K Buy
764
+313
+69% +$47.3K ﹤0.01% 546
2025
Q4 		$65K Buy
451
+7
+2% +$1.07K ﹤0.01% 616
2025
Q3 		$75.2K Buy
+444
New +$69.8K ﹤0.01% 532

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's DHI Position: Q2 2026 in Review

Root Financial Partners sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 764 shares — an estimated $105K sold.

Root Financial Partners first reported a position in DHI in Q3 2025 and held it in 3 quarters. The position peaked at $105K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Root Financial Partners reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 764 D.R. Horton shares in Q2 2026, an estimated $105K.
  • Root Financial Partners first reported a position in D.R. Horton in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's D.R. Horton position peaked at $105K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.