SAG
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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
2026
Q1 		– Sell
-502
Closed -$72.4K – 1058
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's DHI Position: Q1 2026 in Review

SageView Advisory Group sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 502 shares — an estimated $72.4K sold.

SageView Advisory Group first reported a position in DHI in Q4 2023 and held it in 4 quarters. The position peaked at $498K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • SageView Advisory Group reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 502 D.R. Horton shares in Q1 2026, an estimated $72.4K.
  • SageView Advisory Group first reported a position in D.R. Horton in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's D.R. Horton position peaked at $498K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.