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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's DHI Position: Q1 2026 in Review

Summit Trail Advisors increased its D.R. Horton (DHI) stake by 98% in Q1 2026, buying an estimated $1.68M and bringing the position to 22,360 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #300.

Summit Trail Advisors first reported a position in DHI in Q4 2017 and has held it in 14 quarters since. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Summit Trail Advisors held 22,360 shares of D.R. Horton worth $3.07M as of Q1 2026.
Summit Trail Advisors bought 11,093 D.R. Horton shares in Q1 2026, an estimated $1.68M.
D.R. Horton made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #300 holding.
Summit Trail Advisors first reported a position in D.R. Horton in Q4 2017 and has held it in 14 quarters since.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.