SkyOak Wealth’s D.R. Horton DHI Stock Holding History

SkyOak Wealth’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	–	Sell	-2,020	Closed	-$342K	–	256
2025 Q3	$342K	Buy	2,020 +59	+3%	+$9.28K	0.06%	173
2025 Q2	$253K	Buy	1,961 +26	+1%	+$3.2K	0.05%	201
2025 Q1	$246K	Buy	1,935 +231	+14%	+$31K	0.05%	194
2024 Q4	$238K	Sell	1,704 -97	-5%	-$16.2K	0.05%	215
2024 Q3	$344K	Sell	1,801 -141	-7%	-$24.8K	0.08%	149
2024 Q2	$274K	Sell	1,942 -170	-8%	-$25K	0.06%	190
2024 Q1	$348K	Buy	+2,112	New	+$317K	0.08%	163

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's DHI Position: Q4 2025 in Review

SkyOak Wealth sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 2,020 shares — an estimated $342K sold.

SkyOak Wealth first reported a position in DHI in Q1 2024 and held it in 7 quarters. The position peaked at $348K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

SkyOak Wealth reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
SkyOak Wealth sold 2,020 D.R. Horton shares in Q4 2025, an estimated $342K.
SkyOak Wealth first reported a position in D.R. Horton in Q1 2024 and held it in 7 quarters.
SkyOak Wealth's D.R. Horton position peaked at $348K in Q1 2024.
1,193 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.