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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
Q2 		$306K Sell
1,879
-44
-2% -$6.57K ﹤0.01% 1323
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's DHI Position: Q2 2026 in Review

Summit Financial reduced its D.R. Horton (DHI) stake by 2.3% in Q2 2026, selling an estimated $6.57K and leaving 1,879 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Summit Financial first reported a position in DHI in Q3 2023 and has held it in 6 quarters since. The position peaked at $315K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Summit Financial held 1,879 shares of D.R. Horton worth $306K as of Q2 2026.
  • Summit Financial sold 44 D.R. Horton shares in Q2 2026, an estimated $6.57K.
  • D.R. Horton made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1323 holding.
  • Summit Financial first reported a position in D.R. Horton in Q3 2023 and has held it in 6 quarters since.
  • Summit Financial's D.R. Horton position peaked at $315K in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.