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WMG Financial Advisors’s D.R. Horton DHI Stock Holding History

WMG Financial 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
2025
Q1 		– Sell
-1,576
Closed -$220K – 172
2024
Q4 		$220K Sell
1,576
-126
-7% -$21.1K 0.09% 149
2024
Q3 		$325K Buy
1,702
+214
+14% +$37.6K 0.15% 102
2024
Q2 		$210K Buy
+1,488
New +$219K 0.11% 141
2022
Q1 		– Sell
-2,607
Closed -$284K – 177
2021
Q4 		$284K Buy
+2,607
New +$251K 0.22% 122

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMG Financial Advisors's DHI Position: Q1 2025 in Review

WMG Financial Advisors sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 1,576 shares — an estimated $220K sold.

WMG Financial Advisors first reported a position in DHI in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

  • WMG Financial Advisors reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,576 D.R. Horton shares in Q1 2025, an estimated $220K.
  • WMG Financial Advisors first reported a position in D.R. Horton in Q4 2021 and held it in 4 quarters.
  • WMG Financial Advisors's D.R. Horton position peaked at $325K in Q3 2024.
  • 1,104 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.