AssetMark Inc
MHO icon

AssetMark Inc’s M/I Homes MHO Stock Holding History

AssetMark Inc’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
Q3 		$8.17M Buy
60,444
+5,148
+9% +$758K 0.01% 619
2026
Q2 		$8.89M Sell
55,296
-1,013
-2% -$136K 0.02% 589
2026
Q1 		$6.9M Buy
56,309
+2,343
+4% +$315K 0.01% 592
2025
Q4 		$6.9M Buy
53,966
+490
+0.9% +$64.8K 0.01% 584
2025
Q3 		$7.72M Buy
53,476
+3,307
+7% +$447K 0.02% 528
2025
Q2 		$5.62M Buy
50,169
+1,722
+4% +$187K 0.01% 555
2025
Q1 		$5.53M Buy
48,447
+5,548
+13% +$681K 0.02% 491
2024
Q4 		$5.7M Sell
42,899
-599
-1% -$94.3K 0.02% 473
2024
Q3 		$7.45M Buy
43,498
+1,626
+4% +$247K 0.02% 387
2024
Q2 		$5.11M Buy
41,872
+1,057
+3% +$129K 0.02% 425
2024
Q1 		$5.56M Buy
40,815
+780
+2% +$99.1K 0.02% 396
2023
Q4 		$5.51M Buy
40,035
+2,049
+5% +$205K 0.02% 358
2023
Q3 		$3.19M Buy
37,986
+1,656
+5% +$153K 0.01% 422
2023
Q2 		$3.17M Buy
+36,330
New +$2.57M 0.01% 402
2022
Q3 		– Sell
-35
Closed -$1K – 1588
2022
Q2 		$1K Sell
35
-90
-72% -$3.91K ﹤0.01% 1432
2022
Q1 		$6K Buy
125
+1
+0.8% +$51 ﹤0.01% 1247
2021
Q4 		$8K Buy
124
+1
+0.8% +$60 ﹤0.01% 1178
2021
Q3 		$7K Hold
123
– – ﹤0.01% 1092
2021
Q2 		$7K Buy
123
+38
+45% +$2.45K ﹤0.01% 1033
2021
Q1 		$5K Buy
85
+3
+4% +$156 ﹤0.01% 1011
2020
Q4 		$4K Sell
82
-3
-4% -$135 ﹤0.01% 1069
2020
Q3 		$4K Buy
+85
New +$3.54K ﹤0.01% 1012
2018
Q1 		– Sell
-9
Closed – – 1748
2017
Q4 		$0 Buy
+9
New +$294 ﹤0.01% 2022

Other funds holding MHO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Old North State Wealth Management
Old North State Wealth Management Wilmington, North Carolina $241M AUM 25.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's MHO Position: Q3 2026 in Review

AssetMark Inc increased its M/I Homes (MHO) stake by 9.3% in Q3 2026, buying an estimated $758K and bringing the position to 60,444 shares worth $8.17M. The position accounts for 0.01% of the portfolio, ranked #619.

AssetMark Inc first reported a position in MHO in Q4 2017 and has held it in 23 quarters since. The position peaked at $8.89M in Q2 2026. 108 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

  • AssetMark Inc held 60,444 shares of M/I Homes worth $8.17M as of Q3 2026.
  • AssetMark Inc bought 5,148 M/I Homes shares in Q3 2026, an estimated $758K.
  • M/I Homes made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #619 holding.
  • AssetMark Inc first reported a position in M/I Homes in Q4 2017 and has held it in 23 quarters since.
  • AssetMark Inc's M/I Homes position peaked at $8.89M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.