CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s M/I Homes MHO Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$1.1M Buy
6,854
+411
+6% +$55K ﹤0.01% 1697
2026
Q1 		$789K Buy
+6,443
New +$867K ﹤0.01% 1731
2024
Q1 		– Sell
-2,579
Closed -$355K – 2450
2023
Q4 		$355K Sell
2,579
-29
-1% -$2.9K ﹤0.01% 1996
2023
Q3 		$219K Buy
2,608
+34
+1% +$3.14K ﹤0.01% 2226
2023
Q2 		$224K Buy
+2,574
New +$182K ﹤0.01% 2181
2022
Q3 		– Sell
-2,341
Closed -$93K – 3242
2022
Q2 		$93K Buy
2,341
+394
+20% +$17.1K ﹤0.01% 2248
2022
Q1 		$86K Buy
1,947
+433
+29% +$22.1K ﹤0.01% 2382
2021
Q4 		$94K Sell
1,514
-231
-13% -$13.8K ﹤0.01% 2208
2021
Q3 		$101K Buy
1,745
+51
+3% +$3.12K ﹤0.01% 2074
2021
Q2 		$99K Sell
1,694
-391
-19% -$25.2K ﹤0.01% 2039
2021
Q1 		$123K Buy
2,085
+1,543
+285% +$80.1K ﹤0.01% 1802
2020
Q4 		$24K Buy
542
+55
+11% +$2.48K ﹤0.01% 2169
2020
Q3 		$22K Buy
+487
New +$20.3K ﹤0.01% 1932

Other funds holding MHO

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAPTRUST Financial Advisors's MHO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its M/I Homes (MHO) stake by 6.4% in Q2 2026, buying an estimated $55K and bringing the position to 6,854 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

CAPTRUST Financial Advisors first reported a position in MHO in Q3 2020 and has held it in 13 quarters since. 352 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,854 shares of M/I Homes worth $1.1M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 411 M/I Homes shares in Q2 2026, an estimated $55K.
  • M/I Homes made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1697 holding.
  • CAPTRUST Financial Advisors first reported a position in M/I Homes in Q3 2020 and has held it in 13 quarters since.
  • 352 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.