Ruggaard & Associates’s D.R. Horton DHI Stock Holding History

Ruggaard & Associates’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 Q1	$241K	Sell	1,754 -53	-3%	-$8.01K	0.1%	112
2025 Q4	$260K	Buy	1,807 +16	+0.9%	+$2.44K	0.1%	105
2025 Q3	$304K	Buy	1,791 +5	+0.3%	+$786	0.11%	94
2025 Q2	$230K	Buy	1,786 +32	+2%	+$3.94K	0.09%	109
2025 Q1	$223K	Buy	1,754 +2	+0.1%	+$268	0.1%	109
2024 Q4	$245K	Sell	1,752 -339	-16%	-$56.6K	0.11%	99
2024 Q3	$399K	Hold	2,091	–	–	0.17%	77
2024 Q2	$295K	Buy	2,091 +29	+1%	+$4.26K	0.14%	91
2024 Q1	$339K	Sell	2,062 -410	-17%	-$61.5K	0.16%	86
2023 Q4	$376K	Hold	2,472	–	–	0.2%	72
2023 Q3	$266K	Sell	2,472 -243	-9%	-$29.1K	0.16%	90
2023 Q2	$330K	Sell	2,715 -5	-0.2%	-$547	0.19%	73
2023 Q1	$266K	Buy	+2,720	New	+$259K	0.16%	85

Other funds holding DHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Ruggaard & Associates's DHI Position: Q1 2026 in Review

Ruggaard & Associates reduced its D.R. Horton (DHI) stake by 2.9% in Q1 2026, selling an estimated $8.01K and leaving 1,754 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #112.

Ruggaard & Associates first reported a position in DHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $399K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Ruggaard & Associates held 1,754 shares of D.R. Horton worth $241K as of Q1 2026.
Ruggaard & Associates sold 53 D.R. Horton shares in Q1 2026, an estimated $8.01K.
D.R. Horton made up 0.1% of Ruggaard & Associates's portfolio in Q1 2026, its #112 holding.
Ruggaard & Associates first reported a position in D.R. Horton in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's D.R. Horton position peaked at $399K in Q3 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.