Bogart Wealth LLC’s M/I Homes MHO Stock Holding History

Bogart Wealth LLC’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	$643	Hold	4	–	–	﹤0.01%	1715
2026 Q1	$490	Buy	+4	New	+$539	﹤0.01%	1597

Other funds holding MHO

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bogart Wealth LLC's MHO Position: Q2 2026 in Review

Bogart Wealth LLC held its M/I Homes (MHO) position steady in Q2 2026 at 4 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Bogart Wealth LLC first reported a position in MHO in Q1 2026 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Bogart Wealth LLC held 4 shares of M/I Homes worth $643 as of Q2 2026.
Bogart Wealth LLC left its M/I Homes share count unchanged in Q2 2026.
M/I Homes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1715 holding.
Bogart Wealth LLC first reported a position in M/I Homes in Q1 2026 and has held it in 2 quarters since.
352 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.