Whittier Trust’s D.R. Horton DHI Stock Holding History

Whittier Trust’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	$496K	Buy	3,162 +3	+0.1%	+$448	﹤0.01%	484
2026 Q1	$448K	Sell	3,159 -47	-1%	-$7.1K	0.01%	454
2025 Q4	$463K	Hold	3,206	–	–	0.01%	449
2025 Q3	$561K	Sell	3,206 -362	-10%	-$56.9K	0.01%	422
2025 Q2	$460K	Sell	3,568 -60	-2%	-$7.39K	0.01%	500
2025 Q1	$461K	Sell	3,628 -62	-2%	-$8.31K	0.01%	501
2024 Q4	$516K	Sell	3,690 -3	-0.1%	-$501	0.01%	492
2024 Q3	$705K	Hold	3,693	–	–	0.01%	441
2024 Q2	$520K	Buy	3,693 +63	+2%	+$9.26K	0.01%	474
2024 Q1	$597K	Hold	3,630	–	–	0.01%	456
2023 Q4	$552K	Buy	3,630 +10	+0.3%	+$1.23K	0.01%	461
2023 Q3	$389K	Buy	3,620 +50	+1%	+$5.99K	0.01%	516
2023 Q2	$434K	Hold	3,570	–	–	0.01%	485
2023 Q1	$349K	Hold	3,570	–	–	0.01%	536
2022 Q4	$318K	Hold	3,570	–	–	0.01%	545
2022 Q3	$240K	Buy	3,570 +1,474	+70%	+$108K	0.01%	588
2022 Q2	$139K	Sell	2,096 -2,445	-54%	-$172K	﹤0.01%	719
2022 Q1	$338K	Buy	4,541 +14	+0.3%	+$1.21K	0.01%	568
2021 Q4	$491K	Hold	4,527	–	–	0.01%	487
2021 Q3	$380K	Buy	4,527 +1,780	+65%	+$164K	0.01%	509
2021 Q2	$248K	Buy	2,747 +158	+6%	+$14.8K	﹤0.01%	612
2021 Q1	$231K	Buy	2,589 +1,119	+76%	+$87.6K	﹤0.01%	613
2020 Q4	$101K	Sell	1,470 -9	-0.6%	-$656	﹤0.01%	706
2020 Q3	$112K	Hold	1,479	–	–	﹤0.01%	684
2020 Q2	$82K	Hold	1,479	–	–	﹤0.01%	709
2020 Q1	$50K	Buy	1,479 +1,048	+243%	+$54.5K	﹤0.01%	804
2019 Q4	$23K	Buy	431 +9	+2%	+$480	﹤0.01%	1000
2019 Q3	$22K	Hold	422	–	–	﹤0.01%	1001
2019 Q2	$18K	Buy	+422	New	+$18.7K	﹤0.01%	974
2018 Q2	–	Sell	-389	Closed	-$17K	–	1284
2018 Q1	$17K	Hold	389	–	–	﹤0.01%	966
2017 Q4	$20K	Hold	389	–	–	﹤0.01%	920
2017 Q3	$16K	Hold	389	–	–	﹤0.01%	945
2017 Q2	$13K	Hold	389	–	–	﹤0.01%	949
2017 Q1	$13K	Buy	+389	New	+$12.1K	﹤0.01%	958
2015 Q3	–	Sell	-459	Closed	-$13K	–	1175
2015 Q2	$13K	Hold	459	–	–	﹤0.01%	975
2015 Q1	$13K	Hold	459	–	–	﹤0.01%	967
2014 Q4	$12K	Hold	459	–	–	﹤0.01%	856
2014 Q3	$9K	Hold	459	–	–	﹤0.01%	866
2014 Q2	$11K	Hold	459	–	–	﹤0.01%	852
2014 Q1	$10K	Hold	459	–	–	﹤0.01%	884
2013 Q4	$10K	Hold	459	–	–	﹤0.01%	894
2013 Q3	$9K	Hold	459	–	–	﹤0.01%	904
2013 Q2	$10K	Buy	+459	New	+$11.1K	﹤0.01%	885

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 $3.37T AUM 44.26% 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

Whittier Trust's DHI Position: Q2 2026 in Review

Whittier Trust increased its D.R. Horton (DHI) stake by 0.09% in Q2 2026, buying an estimated $448 and bringing the position to 3,162 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Whittier Trust first reported a position in DHI in Q2 2013 and has held it in 43 quarters since. The position peaked at $705K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Whittier Trust held 3,162 shares of D.R. Horton worth $496K as of Q2 2026.
Whittier Trust bought 3 D.R. Horton shares in Q2 2026, an estimated $448.
D.R. Horton made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #484 holding.
Whittier Trust first reported a position in D.R. Horton in Q2 2013 and has held it in 43 quarters since.
Whittier Trust's D.R. Horton position peaked at $705K in Q3 2024.
1,233 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.