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

Williams Jones 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 Q2	$927K	Hold	5,689	–	–	0.01%	276
2026 Q1	$781K	Hold	5,689	–	–	0.01%	294
2025 Q4	$819K	Sell	5,689 -19	-0.3%	-$2.89K	0.01%	285
2025 Q3	$967K	Sell	5,708 -16	-0.3%	-$2.52K	0.01%	252
2025 Q2	$738K	Sell	5,724 -17	-0.3%	-$2.09K	0.01%	291
2025 Q1	$730K	Hold	5,741	–	–	0.01%	281
2024 Q4	$803K	Hold	5,741	–	–	0.01%	271
2024 Q3	$1.1M	Sell	5,741 -48	-0.8%	-$8.44K	0.01%	250
2024 Q2	$816K	Buy	5,789 +48	+0.8%	+$7.05K	0.01%	275
2024 Q1	$945K	Sell	5,741 -150	-3%	-$22.5K	0.01%	267
2023 Q4	$895K	Sell	5,891 -10	-0.2%	-$1.23K	0.01%	265
2023 Q3	$634K	Hold	5,901	–	–	0.01%	304
2023 Q2	$718K	Hold	5,901	–	–	0.01%	295
2023 Q1	$576K	Sell	5,901 -20	-0.3%	-$1.91K	0.01%	341
2022 Q4	$528K	Sell	5,921 -53	-0.9%	-$4.25K	0.01%	348
2022 Q3	$402K	Buy	5,974 +647	+12%	+$47.6K	0.01%	393
2022 Q2	$353K	Buy	+5,327	New	+$374K	0.01%	423
2021 Q3	–	Sell	-4,071	Closed	-$368K	–	501
2021 Q2	$368K	Buy	4,071 +331	+9%	+$31.1K	0.01%	368
2021 Q1	$333K	Buy	+3,740	New	+$293K	0.01%	369

Other funds holding DHI

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Williams Jones Wealth Management's DHI Position: Q2 2026 in Review

Williams Jones Wealth Management held its D.R. Horton (DHI) position steady in Q2 2026 at 5,689 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #276.

Williams Jones Wealth Management first reported a position in DHI in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2024. 575 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Williams Jones Wealth Management held 5,689 shares of D.R. Horton worth $927K as of Q2 2026.
Williams Jones Wealth Management left its D.R. Horton share count unchanged in Q2 2026.
D.R. Horton made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #276 holding.
Williams Jones Wealth Management first reported a position in D.R. Horton in Q1 2021 and has held it in 19 quarters since.
Williams Jones Wealth Management's D.R. Horton position peaked at $1.1M in Q3 2024.
575 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.