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Sage Mountain Advisors’s D.R. Horton DHI Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,894
Closed -$417K – 368
2025
Q4 		$417K Sell
2,894
-11
-0.4% -$1.68K 0.02% 311
2025
Q3 		$492K Buy
+2,905
New +$457K 0.03% 278
2024
Q4 		– Sell
-1,393
Closed -$266K – 487
2024
Q3 		$266K Buy
+1,393
New +$245K 0.02% 310

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's DHI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 2,894 shares — an estimated $417K sold.

Sage Mountain Advisors first reported a position in DHI in Q3 2024 and held it in 3 quarters. The position peaked at $492K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,894 D.R. Horton shares in Q1 2026, an estimated $417K.
  • Sage Mountain Advisors first reported a position in D.R. Horton in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's D.R. Horton position peaked at $492K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.