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

Arkadios 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
2025
Q1 		– Sell
-2,226
Closed -$296K – 1165
2024
Q4 		$296K Buy
2,226
+90
+4% +$14.2K 0.02% 723
2024
Q3 		$366K Buy
2,136
+99
+5% +$15K 0.02% 646
2024
Q2 		$249K Buy
+2,037
New +$249K 0.02% 697

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arkadios Wealth Advisors's MHO Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 2,226 shares — an estimated $296K sold.

Arkadios Wealth Advisors first reported a position in MHO in Q2 2024 and held it in 3 quarters. The position peaked at $366K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,226 M/I Homes shares in Q1 2025, an estimated $296K.
  • Arkadios Wealth Advisors first reported a position in M/I Homes in Q2 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's M/I Homes position peaked at $366K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.