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 Q2	$883K	Sell	5,419 -929	-15%	-$139K	0.01%	938
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's DHI Position: Q2 2026 in Review

Waverly Advisors reduced its D.R. Horton (DHI) stake by 15% in Q2 2026, selling an estimated $139K and leaving 5,419 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #938.

Waverly Advisors first reported a position in DHI in Q3 2013 and has held it in 15 quarters since. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Waverly Advisors held 5,419 shares of D.R. Horton worth $883K as of Q2 2026.
Waverly Advisors sold 929 D.R. Horton shares in Q2 2026, an estimated $139K.
D.R. Horton made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #938 holding.
Waverly Advisors first reported a position in D.R. Horton in Q3 2013 and has held it in 15 quarters since.
1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.