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United Financial Planning Group’s D.R. Horton DHI Stock Holding History

United Financial Planning Group’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 		$54.2K Hold
333
– – 0.03% 95
2026
Q1 		$45.7K Hold
333
– – 0.03% 86
2025
Q4 		$48K Hold
333
– – 0.03% 94
2025
Q3 		$56.4K Buy
+333
New +$52.4K 0.04% 78

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

United Financial Planning Group's DHI Position: Q2 2026 in Review

United Financial Planning Group held its D.R. Horton (DHI) position steady in Q2 2026 at 333 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #95.

United Financial Planning Group first reported a position in DHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.4K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • United Financial Planning Group held 333 shares of D.R. Horton worth $54.2K as of Q2 2026.
  • United Financial Planning Group left its D.R. Horton share count unchanged in Q2 2026.
  • D.R. Horton made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #95 holding.
  • United Financial Planning Group first reported a position in D.R. Horton in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's D.R. Horton position peaked at $56.4K in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.