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Summit Trail Advisors’s D.R. Horton DHI Stock Holding History

Summit Trail Advisors’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 		$4.2M Buy
25,764
+3,404
+15% +$508K 0.05% 232
2026
Q1 		$3.07M Buy
22,360
+11,093
+98% +$1.68M 0.04% 300
2025
Q4 		$1.62M Buy
11,267
+1,876
+20% +$286K 0.03% 537
2025
Q3 		$1.59M Buy
9,391
+7,178
+324% +$1.13M 0.02% 567
2025
Q2 		$285K Buy
2,213
+305
+16% +$37.6K ﹤0.01% 941
2025
Q1 		$243K Buy
1,908
+48
+3% +$6.44K 0.01% 353
2024
Q4 		$260K Buy
1,860
+319
+21% +$53.3K 0.01% 320
2024
Q3 		$294K Buy
+1,541
New +$271K 0.01% 551
2024
Q2 		– Sell
-1,652
Closed -$272K – 629
2024
Q1 		$272K Buy
1,652
+116
+8% +$17.4K 0.01% 489
2023
Q4 		$233K Buy
+1,536
New +$189K 0.01% 458
2019
Q1 		– Sell
-24,002
Closed -$832K – 106
2018
Q4 		$832K Sell
24,002
-15,636
-39% -$570K 0.29% 42
2018
Q3 		$1.67M Buy
39,638
+401
+1% +$17.4K 0.37% 46
2018
Q2 		$1.61M Sell
39,237
-865
-2% -$37.3K 0.56% 29
2018
Q1 		$39K Buy
40,102
+39,341
+5,170% +$1.84M 0.01% 406
2017
Q4 		$39K Buy
+761
New +$35.4K ﹤0.01% 887

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 Trail Advisors's DHI Position: Q2 2026 in Review

Summit Trail Advisors increased its D.R. Horton (DHI) stake by 15% in Q2 2026, buying an estimated $508K and bringing the position to 25,764 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #232.

Summit Trail Advisors first reported a position in DHI in Q4 2017 and has held it in 15 quarters since. 1,238 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Summit Trail Advisors held 25,764 shares of D.R. Horton worth $4.2M as of Q2 2026.
  • Summit Trail Advisors bought 3,404 D.R. Horton shares in Q2 2026, an estimated $508K.
  • D.R. Horton made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #232 holding.
  • Summit Trail Advisors first reported a position in D.R. Horton in Q4 2017 and has held it in 15 quarters since.
  • 1,238 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.