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Whalen Wealth Management’s D.R. Horton DHI Stock Holding History

Whalen Wealth Management’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
-5,566
Closed -$802K – 188
2025
Q4 		$802K Buy
5,566
+1,569
+39% +$239K 0.43% 61
2025
Q3 		$677K Buy
3,997
+246
+7% +$38.7K 0.4% 61
2025
Q2 		$484K Buy
3,751
+565
+18% +$69.6K 0.3% 96
2025
Q1 		$405K Buy
3,186
+1,500
+89% +$201K 0.27% 84
2024
Q4 		$236K Buy
+1,686
New +$282K 0.16% 128

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's DHI Position: Q1 2026 in Review

Whalen Wealth Management sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 5,566 shares — an estimated $802K sold.

Whalen Wealth Management first reported a position in DHI in Q4 2024 and held it in 5 quarters. The position peaked at $802K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Whalen Wealth Management reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 5,566 D.R. Horton shares in Q1 2026, an estimated $802K.
  • Whalen Wealth Management first reported a position in D.R. Horton in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's D.R. Horton position peaked at $802K in Q4 2025.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.