Waverly Advisors’s D.R. Horton DHI Stock Holding History

Waverly 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	$871K	Buy	6,348 +834	+15%	+$126K	0.01%	873
2025 Q4	$794K	Buy	5,514 +2,332	+73%	+$355K	0.01%	835
2025 Q3	$539K	Buy	+3,182	New	+$500K	0.01%	830
2025 Q2	–	Sell	-4,532	Closed	-$576K	–	1191
2025 Q1	$576K	Sell	4,532 -573	-11%	-$76.8K	0.01%	735
2024 Q4	$714K	Buy	5,105 +1,893	+59%	+$316K	0.01%	592
2024 Q3	$613K	Sell	3,212 -122	-4%	-$21.4K	0.01%	544
2024 Q2	$470K	Buy	3,334 +104	+3%	+$15.3K	0.01%	587
2024 Q1	$531K	Buy	3,230 +27	+0.8%	+$4.05K	0.01%	466
2023 Q4	$487K	Hold	3,203	–	–	0.02%	302
2023 Q3	$344K	Hold	3,203	–	–	0.02%	305
2023 Q2	$390K	Buy	+3,203	New	+$350K	0.02%	266
2015 Q3	–	Sell	-50	Closed	-$1K	–	429
2015 Q2	$1K	Buy	+50	New	+$1.34K	﹤0.01%	346
2014 Q1	–	Sell	-750	Closed	-$17K	–	721
2013 Q4	$17K	Hold	750	–	–	0.01%	485
2013 Q3	$15K	Buy	+750	New	+$14.9K	0.01%	395

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

Waverly Advisors's DHI Position: Q1 2026 in Review

Waverly Advisors increased its D.R. Horton (DHI) stake by 15% in Q1 2026, buying an estimated $126K and bringing the position to 6,348 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #873.

Waverly Advisors first reported a position in DHI in Q3 2013 and has held it in 14 quarters since. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Waverly Advisors held 6,348 shares of D.R. Horton worth $871K as of Q1 2026.
Waverly Advisors bought 834 D.R. Horton shares in Q1 2026, an estimated $126K.
D.R. Horton made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #873 holding.
Waverly Advisors first reported a position in D.R. Horton in Q3 2013 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.