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Summit Financial’s D.R. Horton DHI Stock Holding History

Summit Financial’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 		$264K Buy
1,923
+392
+26% +$59.2K ﹤0.01% 1242
2025
Q4 		$221K Buy
1,531
+128
+9% +$19.5K ﹤0.01% 1209
2025
Q3 		$238K Buy
+1,403
New +$221K ﹤0.01% 1146
2024
Q4 		– Sell
-1,255
Closed -$239K – 642
2024
Q3 		$239K Buy
+1,255
New +$221K 0.01% 494
2023
Q4 		– Sell
-2,928
Closed -$315K – 355
2023
Q3 		$315K Buy
+2,928
New +$351K 0.02% 285

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

Summit Financial's DHI Position: Q1 2026 in Review

Summit Financial increased its D.R. Horton (DHI) stake by 26% in Q1 2026, buying an estimated $59.2K and bringing the position to 1,923 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Summit Financial first reported a position in DHI in Q3 2023 and has held it in 5 quarters since. The position peaked at $315K in Q3 2023. 1,145 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Summit Financial held 1,923 shares of D.R. Horton worth $264K as of Q1 2026.
  • Summit Financial bought 392 D.R. Horton shares in Q1 2026, an estimated $59.2K.
  • D.R. Horton made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1242 holding.
  • Summit Financial first reported a position in D.R. Horton in Q3 2023 and has held it in 5 quarters since.
  • Summit Financial's D.R. Horton position peaked at $315K in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.