Clearstead Trust’s M/I Homes MHO Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-18	Closed	-$2.6K	–	1325
2025 Q3	$2.6K	Hold	18	–	–	﹤0.01%	921
2025 Q2	$2.02K	Buy	+18	New	+$1.96K	﹤0.01%	948

Other funds holding MHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Trust's MHO Position: Q4 2025 in Review

Clearstead Trust sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 18 shares — an estimated $2.6K sold.

Clearstead Trust first reported a position in MHO in Q2 2025 and held it in 2 quarters. The position peaked at $2.6K in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

Clearstead Trust reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 18 M/I Homes shares in Q4 2025, an estimated $2.6K.
Clearstead Trust first reported a position in M/I Homes in Q2 2025 and held it in 2 quarters.
Clearstead Trust's M/I Homes position peaked at $2.6K in Q3 2025.
338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.