A4 Wealth Advisors’s M/I Homes MHO Stock Holding History

A4 Wealth Advisors’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,674	Closed	-$214K	–	125
2025 Q4	$214K	Buy	+1,674	New	+$221K	0.19%	122

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

A4 Wealth Advisors's MHO Position: Q1 2026 in Review

A4 Wealth Advisors sold out of M/I Homes (MHO) in Q1 2026, closing a stake of 1,674 shares — an estimated $214K sold.

A4 Wealth Advisors first reported a position in MHO in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

A4 Wealth Advisors reported no remaining M/I Homes position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 1,674 M/I Homes shares in Q1 2026, an estimated $214K.
A4 Wealth Advisors first reported a position in M/I Homes in Q4 2025 and held it in 1 quarter.
A4 Wealth Advisors's M/I Homes position peaked at $214K in Q4 2025.
332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.