Abound Wealth Management’s M/I Homes MHO Stock Holding History

Abound Wealth Management’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 Q2	$161	Hold	1	–	–	﹤0.01%	1169
2026 Q1	$123	Sell	1 -1	-50%	-$135	﹤0.01%	1372
2025 Q4	$256	Hold	2	–	–	﹤0.01%	1101
2025 Q3	$289	Hold	2	–	–	﹤0.01%	1021
2025 Q2	$225	Hold	2	–	–	﹤0.01%	1001
2025 Q1	$229	Hold	2	–	–	﹤0.01%	940
2024 Q4	$266	Sell	2 -1	-33%	-$157	﹤0.01%	937
2024 Q3	$515	Sell	3 -1	-25%	-$152	﹤0.01%	872
2024 Q2	$489	Hold	4	–	–	﹤0.01%	833
2024 Q1	$546	Hold	4	–	–	﹤0.01%	866
2023 Q4	$551	Buy	+4	New	+$400	﹤0.01%	892

Other funds holding MHO

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return