West Oak Capital’s D.R. Horton DHI Stock Holding History

West Oak 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
2025 Q3	$1.08K	Sell	640 -800	-56%	-$126K	0.04%	134
2025 Q2	$1.86K	Hold	1,440	–	–	0.07%	122
2025 Q1	$1.83K	Hold	1,440	–	–	0.07%	118
2024 Q4	$2.01M	Hold	1,440	–	–	0.07%	115
2024 Q3	$2.75K	Sell	1,440 -120	-8%	-$21.1K	0.05%	105
2024 Q2	$220K	Hold	1,560	–	–	0.09%	112
2024 Q1	$257K	Sell	1,560 -25	-2%	-$3.75K	0.11%	105
2023 Q4	$244K	Hold	1,585	–	–	0.11%	107
2023 Q3	$170K	Hold	1,585	–	–	0.08%	121
2023 Q2	$193K	Hold	1,585	–	–	0.09%	119
2023 Q1	$155K	Sell	1,585 -35	-2%	-$3.34K	0.08%	124
2022 Q4	$144K	Hold	1,620	–	–	0.08%	123
2022 Q3	$109K	Hold	1,620	–	–	0.06%	138
2022 Q2	$107K	Hold	1,620	–	–	0.06%	143
2022 Q1	$121K	Sell	1,620 -125	-7%	-$10.8K	0.05%	144
2021 Q4	$189K	Buy	1,745 +125	+8%	+$12K	0.07%	128
2021 Q3	$136K	Hold	1,620	–	–	0.05%	143
2021 Q2	$146K	Sell	1,620 -300	-16%	-$28.2K	0.06%	140
2021 Q1	$171K	Sell	1,920 -205	-10%	-$16K	0.07%	130
2020 Q4	$146K	Hold	2,125	–	–	0.07%	128
2020 Q3	$161K	Sell	2,125 -175	-8%	-$11.9K	0.09%	118
2020 Q2	$128K	Hold	2,300	–	–	0.07%	124
2020 Q1	$78K	Hold	2,300	–	–	0.05%	140
2019 Q4	$121K	Sell	2,300 -250	-10%	-$13.3K	0.07%	131
2019 Q3	$134K	Hold	2,550	–	–	0.08%	125
2019 Q2	$110K	Hold	2,550	–	–	0.07%	135
2019 Q1	$106K	Hold	2,550	–	–	0.07%	137
2018 Q4	$88.4K	Hold	2,550	–	–	0.06%	139
2018 Q3	$108K	Hold	2,550	–	–	0.06%	140
2018 Q2	$105K	Hold	2,550	–	–	0.06%	139
2018 Q1	$112K	Hold	2,550	–	–	0.07%	140
2017 Q4	$130K	Sell	2,550 -150	-6%	-$6.99K	0.08%	131
2017 Q3	$108K	Hold	2,700	–	–	0.06%	143
2017 Q2	$93.3K	Hold	2,700	–	–	0.06%	150
2017 Q1	$89.9K	Hold	2,700	–	–	0.06%	151
2016 Q4	$73.8K	Hold	2,700	–	–	0.05%	159
2016 Q3	$81.5K	Hold	2,700	–	–	0.06%	149
2016 Q2	$85K	Hold	2,700	–	–	0.06%	139
2016 Q1	$81.6K	Sell	2,700 -250	-8%	-$6.87K	0.06%	131
2015 Q4	$94.5K	Hold	2,950	–	–	0.07%	127
2015 Q3	$86.6K	Hold	2,950	–	–	0.07%	132
2015 Q2	$80.7K	Hold	2,950	–	–	0.06%	133
2015 Q1	$84K	Hold	2,950	–	–	0.06%	132
2014 Q4	$74.6K	Sell	2,950 -300	-9%	-$7.02K	0.05%	136
2014 Q3	$66.7K	Hold	3,250	–	–	0.05%	135
2014 Q2	$79.9K	Hold	3,250	–	–	0.06%	130
2014 Q1	$70.4K	Hold	3,250	–	–	0.05%	135
2013 Q4	$72.5K	Buy	3,250 +2,000	+160%	+$38.6K	0.05%	131
2013 Q3	$24.3K	Hold	1,250	–	–	0.02%	171
2013 Q2	$26.6K	Buy	+1,250	New	+$30.2K	0.02%	167

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's DHI Position: Q3 2025 in Review

West Oak Capital reduced its D.R. Horton (DHI) stake by 56% in Q3 2025, selling an estimated $126K and leaving 640 shares worth $1.08K. The position accounts for 0.04% of the portfolio, ranked #134.

West Oak Capital first reported a position in DHI in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.01M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold DHI as of Q3 2025.

West Oak Capital held 640 shares of D.R. Horton worth $1.08K as of Q3 2025.
West Oak Capital sold 800 D.R. Horton shares in Q3 2025, an estimated $126K.
D.R. Horton made up 0.04% of West Oak Capital's portfolio in Q3 2025, its #134 holding.
West Oak Capital first reported a position in D.R. Horton in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's D.R. Horton position peaked at $2.01M in Q4 2024.
1,212 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.