Avion Wealth’s M/I Homes MHO Stock Holding History

Avion Wealth’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	$1K	Hold	9	–	–	﹤0.01%	1285
2026 Q1	$1K	Hold	9	–	–	﹤0.01%	1086
2025 Q4	$1K	Hold	9	–	–	﹤0.01%	1077
2025 Q3	$1K	Hold	9	–	–	﹤0.01%	1054
2025 Q2	$1K	Hold	9	–	–	﹤0.01%	1011
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	883
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	880
2024 Q3	$1K	Hold	9	–	–	﹤0.01%	846
2024 Q2	$1K	Hold	9	–	–	﹤0.01%	767
2024 Q1	$2K	Hold	9	–	–	﹤0.01%	716
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	871
2023 Q3	$0	Hold	9	–	–	﹤0.01%	1047
2023 Q2	$0	Buy	+9	New	+$637	﹤0.01%	922

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avion Wealth's MHO Position: Q2 2026 in Review

Avion Wealth held its M/I Homes (MHO) position steady in Q2 2026 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Avion Wealth first reported a position in MHO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2K in Q1 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Avion Wealth held 9 shares of M/I Homes worth $1K as of Q2 2026.
Avion Wealth left its M/I Homes share count unchanged in Q2 2026.
M/I Homes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1285 holding.
Avion Wealth first reported a position in M/I Homes in Q2 2023 and has held it in 13 quarters since.
Avion Wealth's M/I Homes position peaked at $2K in Q1 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.