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Valeo Financial Advisors’s D.R. Horton DHI Stock Holding History

Valeo Financial 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 		$429K Buy
2,635
+197
+8% +$29.4K 0.01% 496
2026
Q1 		$335K Sell
2,438
-1,581
-39% -$239K 0.01% 508
2025
Q4 		$579K Buy
4,019
+87
+2% +$13.2K 0.01% 423
2025
Q3 		$666K Buy
3,932
+54
+1% +$8.49K 0.02% 397
2025
Q2 		$500K Buy
3,878
+152
+4% +$18.7K 0.01% 453
2025
Q1 		$474K Sell
3,726
-70
-2% -$9.39K 0.01% 422
2024
Q4 		$531K Buy
3,796
+229
+6% +$38.3K 0.01% 399
2024
Q3 		$680K Buy
3,567
+43
+1% +$7.56K 0.02% 338
2024
Q2 		$497K Sell
3,524
-127
-3% -$18.7K 0.02% 385
2024
Q1 		$533K Buy
3,651
+1,546
+73% +$232K 0.02% 361
2023
Q4 		$320K Sell
2,105
-106
-5% -$13.1K 0.01% 474
2023
Q3 		$238K Buy
2,211
+105
+5% +$12.6K 0.01% 518
2023
Q2 		$256K Sell
2,106
-1,071
-34% -$117K 0.01% 469
2023
Q1 		$310K Buy
+3,177
New +$303K 0.01% 437
2021
Q2 		– Sell
-200
Closed -$18K – 829
2021
Q1 		$18K Sell
200
-1,270
-86% -$99.4K ﹤0.01% 1197
2020
Q4 		$101K Buy
1,470
+159
+12% +$11.6K 0.01% 568
2020
Q3 		$99K Sell
1,311
-200
-13% -$13.7K 0.01% 476
2020
Q2 		$84K Buy
1,511
+927
+159% +$44.9K 0.01% 560
2020
Q1 		$23K Buy
584
+158
+37% +$8.21K ﹤0.01% 856
2019
Q4 		$22K Buy
426
+76
+22% +$4.06K ﹤0.01% 896
2019
Q3 		$18K Sell
350
-1,880
-84% -$89.7K ﹤0.01% 871
2019
Q2 		$96K Buy
2,230
+1,815
+437% +$80.4K 0.01% 441
2019
Q1 		$17K Buy
415
+200
+93% +$7.83K ﹤0.01% 826
2018
Q4 		$7K Hold
215
– – ﹤0.01% 967
2018
Q3 		$8K Buy
215
+30
+16% +$1.3K ﹤0.01% 1029
2018
Q2 		$8K Sell
185
-86
-32% -$3.71K ﹤0.01% 1001
2018
Q1 		$12K Buy
271
+51
+23% +$2.38K ﹤0.01% 879
2017
Q4 		$11K Sell
220
-130
-37% -$6.06K ﹤0.01% 807
2017
Q3 		$14K Buy
+350
New +$12.8K ﹤0.01% 627

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

Valeo Financial Advisors's DHI Position: Q2 2026 in Review

Valeo Financial Advisors increased its D.R. Horton (DHI) stake by 8.1% in Q2 2026, buying an estimated $29.4K and bringing the position to 2,635 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #496.

Valeo Financial Advisors first reported a position in DHI in Q3 2017 and has held it in 29 quarters since. The position peaked at $680K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Valeo Financial Advisors held 2,635 shares of D.R. Horton worth $429K as of Q2 2026.
  • Valeo Financial Advisors bought 197 D.R. Horton shares in Q2 2026, an estimated $29.4K.
  • D.R. Horton made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #496 holding.
  • Valeo Financial Advisors first reported a position in D.R. Horton in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's D.R. Horton position peaked at $680K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.