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

Congress Wealth 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
2025
Q2 		$3.33M Buy
29,680
+13,559
+84% +$1.47M 0.03% 461
2025
Q1 		$1.84M Buy
16,121
+171
+1% +$21K 0.02% 510
2024
Q4 		$2.12M Sell
15,950
-18,175
-53% -$2.86M 0.03% 404
2024
Q3 		$5.85M Buy
34,125
+15,950
+88% +$2.42M 0.08% 272
2024
Q2 		$2.22M Buy
+18,175
New +$2.22M 0.04% 344

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Congress Wealth Management's MHO Position: Q2 2025 in Review

Congress Wealth Management increased its M/I Homes (MHO) stake by 84% in Q2 2025, buying an estimated $1.47M and bringing the position to 29,680 shares worth $3.33M. The position accounts for 0.03% of the portfolio, ranked #461.

Congress Wealth Management first reported a position in MHO in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.85M in Q3 2024. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

  • Congress Wealth Management held 29,680 shares of M/I Homes worth $3.33M as of Q2 2025.
  • Congress Wealth Management bought 13,559 M/I Homes shares in Q2 2025, an estimated $1.47M.
  • M/I Homes made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #461 holding.
  • Congress Wealth Management first reported a position in M/I Homes in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's M/I Homes position peaked at $5.85M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.