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

Whipplewood 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 		– Sell
-20
Closed -$2.74K – 753
2026
Q1 		$2.74K Buy
20
+9
+82% +$1.36K ﹤0.01% 717
2025
Q4 		$1.58K Buy
+11
New +$1.68K ﹤0.01% 359
2025
Q3 		– Sell
-40
Closed -$5.16K – 536
2025
Q2 		$5.16K Sell
40
-49
-55% -$6.03K ﹤0.01% 691
2025
Q1 		$4.2K Buy
89
+58
+187% +$7.78K ﹤0.01% 733
2024
Q4 		$4.33K Buy
+31
New +$5.18K ﹤0.01% 723

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whipplewood Advisors's DHI Position: Q2 2026 in Review

Whipplewood Advisors sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 20 shares — an estimated $2.74K sold.

Whipplewood Advisors first reported a position in DHI in Q4 2024 and held it in 5 quarters. The position peaked at $5.16K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Whipplewood Advisors reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 20 D.R. Horton shares in Q2 2026, an estimated $2.74K.
  • Whipplewood Advisors first reported a position in D.R. Horton in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's D.R. Horton position peaked at $5.16K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.