SageView Advisory Group’s D.R. Horton DHI Stock Holding History

SageView Advisory Group’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	$72.4K	Sell	502 -2,433	-83%	-$370K	﹤0.01%	937
2025 Q3	$498K	Sell	2,935 -9	-0.3%	-$1.42K	0.02%	381
2025 Q2	$430K	Buy	+2,944	New	+$363K	0.02%	402
2024 Q1	–	Sell	-1,769	Closed	-$253K	–	566
2023 Q4	$253K	Buy	+1,769	New	+$218K	0.01%	559

Other funds holding DHI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

SageView Advisory Group's DHI Position: Q4 2025 in Review

SageView Advisory Group reduced its D.R. Horton (DHI) stake by 83% in Q4 2025, selling an estimated $370K and leaving 502 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

SageView Advisory Group first reported a position in DHI in Q4 2023 and has held it in 4 quarters since. The position peaked at $498K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

SageView Advisory Group held 502 shares of D.R. Horton worth $72.4K as of Q4 2025.
SageView Advisory Group sold 2,433 D.R. Horton shares in Q4 2025, an estimated $370K.
D.R. Horton made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #937 holding.
SageView Advisory Group first reported a position in D.R. Horton in Q4 2023 and has held it in 4 quarters since.
SageView Advisory Group's D.R. Horton position peaked at $498K in Q3 2025.
1,187 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.