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Congress Asset Management’s M/I Homes MHO Stock Holding History

Congress Asset Management’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 		$18.2M Buy
113,355
+54,706
+93% +$7.32M 0.11% 156
2026
Q1 		$7.18M Buy
58,649
+11,356
+24% +$1.53M 0.05% 231
2025
Q4 		$6.05M Sell
47,293
-1,276
-3% -$169K 0.04% 226
2025
Q3 		$7.02M Buy
48,569
+78
+0.2% +$10.6K 0.05% 211
2025
Q2 		$5.44M Sell
48,491
-58
-0.1% -$6.3K 0.04% 225
2025
Q1 		$5.54M Sell
48,549
-2,699
-5% -$331K 0.04% 221
2024
Q4 		$6.81M Buy
51,248
+5,379
+12% +$847K 0.05% 215
2024
Q3 		$7.86M Sell
45,869
-467
-1% -$70.8K 0.05% 202
2024
Q2 		$5.66M Sell
46,336
-920
-2% -$112K 0.04% 219
2024
Q1 		$6.44M Buy
47,256
+213
+0.5% +$27.1K 0.05% 216
2023
Q4 		$6.48M Buy
47,043
+338
+0.7% +$33.8K 0.05% 220
2023
Q3 		$3.93M Sell
46,705
-3,100
-6% -$287K 0.03% 238
2023
Q2 		$4.34M Sell
49,805
-80,123
-62% -$5.67M 0.04% 224
2023
Q1 		$8.2M Buy
129,928
+7,840
+6% +$452K 0.08% 177
2022
Q4 		$5.64M Sell
122,088
-3,474
-3% -$149K 0.06% 206
2022
Q3 		$4.55M Buy
125,562
+1,390
+1% +$60K 0.05% 212
2022
Q2 		$4.92M Sell
124,172
-1,718
-1% -$74.7K 0.05% 219
2022
Q1 		$5.58M Buy
125,890
+6,584
+6% +$336K 0.05% 222
2021
Q4 		$7.42M Sell
119,306
-4,220
-3% -$252K 0.06% 194
2021
Q3 		$7.14M Buy
123,526
+5,240
+4% +$321K 0.06% 193
2021
Q2 		$6.94M Buy
118,286
+6,936
+6% +$448K 0.06% 189
2021
Q1 		$6.58M Buy
111,350
+23,955
+27% +$1.24M 0.06% 184
2020
Q4 		$3.87M Sell
87,395
-2,545
-3% -$115K 0.04% 205
2020
Q3 		$4.14M Buy
89,940
+9,465
+12% +$394K 0.04% 188
2020
Q2 		$2.77M Buy
80,475
+42,235
+110% +$1.16M 0.03% 207
2020
Q1 		$632K Buy
+38,240
New +$1.38M 0.01% 275

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

Congress Asset Management's MHO Position: Q2 2026 in Review

Congress Asset Management increased its M/I Homes (MHO) stake by 93% in Q2 2026, buying an estimated $7.32M and bringing the position to 113,355 shares worth $18.2M. The position accounts for 0.11% of the portfolio, ranked #156.

Congress Asset Management first reported a position in MHO in Q1 2020 and has held it in 26 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Congress Asset Management held 113,355 shares of M/I Homes worth $18.2M as of Q2 2026.
  • Congress Asset Management bought 54,706 M/I Homes shares in Q2 2026, an estimated $7.32M.
  • M/I Homes made up 0.11% of Congress Asset Management's portfolio in Q2 2026, its #156 holding.
  • Congress Asset Management first reported a position in M/I Homes in Q1 2020 and has held it in 26 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.