Waterloo Capital’s D.R. Horton DHI Stock Holding History

Waterloo Capital’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	–	Sell	-1,406	Closed	-$202K	–	487
2025 Q4	$202K	Buy	1,406 +127	+10%	+$19.3K	0.01%	448
2025 Q3	$217K	Buy	+1,279	New	+$201K	0.02%	428

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

Waterloo Capital's DHI Position: Q1 2026 in Review

Waterloo Capital sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 1,406 shares — an estimated $202K sold.

Waterloo Capital first reported a position in DHI in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Waterloo Capital reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 1,406 D.R. Horton shares in Q1 2026, an estimated $202K.
Waterloo Capital first reported a position in D.R. Horton in Q3 2025 and held it in 2 quarters.
Waterloo Capital's D.R. Horton position peaked at $217K in Q3 2025.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.