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Somerset Trust’s D.R. Horton DHI Stock Holding History

Somerset Trust’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
Q2 		$458K Sell
2,814
-187
-6% -$27.9K 0.13% 107
2026
Q1 		$412K Buy
3,001
+7
+0.2% +$1.06K 0.13% 117
2025
Q4 		$431K Buy
2,994
+42
+1% +$6.39K 0.13% 117
2025
Q3 		$500K Sell
2,952
-36
-1% -$5.66K 0.15% 108
2025
Q2 		$385K Buy
2,988
+136
+5% +$16.7K 0.13% 121
2025
Q1 		$363K Buy
2,852
+639
+29% +$85.7K 0.13% 114
2024
Q4 		$309K Buy
2,213
+716
+48% +$120K 0.12% 116
2024
Q3 		$286K Sell
1,497
-33
-2% -$5.8K 0.11% 124
2024
Q2 		$216K Buy
1,530
+182
+14% +$26.7K 0.09% 142
2024
Q1 		$222K Buy
+1,348
New +$202K 0.09% 138

Other funds holding DHI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Somerset Trust's DHI Position: Q2 2026 in Review

Somerset Trust reduced its D.R. Horton (DHI) stake by 6.2% in Q2 2026, selling an estimated $27.9K and leaving 2,814 shares worth $458K. The position accounts for 0.13% of the portfolio, ranked #107.

Somerset Trust first reported a position in DHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $500K in Q3 2025. 201 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Somerset Trust held 2,814 shares of D.R. Horton worth $458K as of Q2 2026.
  • Somerset Trust sold 187 D.R. Horton shares in Q2 2026, an estimated $27.9K.
  • D.R. Horton made up 0.13% of Somerset Trust's portfolio in Q2 2026, its #107 holding.
  • Somerset Trust first reported a position in D.R. Horton in Q1 2024 and has held it in 10 quarters since.
  • Somerset Trust's D.R. Horton position peaked at $500K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.