Corient Private Wealth
MHO icon

Corient Private Wealth’s M/I Homes MHO Stock Holding History

Corient Private Wealth’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 		$6.21M Buy
38,597
+5
+0% +$669 0.01% 820
2026
Q1 		$4.73M Buy
38,592
+34,701
+892% +$4.67M 0.01% 871
2025
Q4 		$498K Buy
3,891
+76
+2% +$10K ﹤0.01% 1876
2025
Q3 		$551K Buy
3,815
+5
+0.1% +$676 ﹤0.01% 1743
2025
Q2 		$427K Buy
3,810
+1,822
+92% +$198K ﹤0.01% 1788
2025
Q1 		$227K Sell
1,988
-415
-17% -$50.9K ﹤0.01% 1999
2024
Q4 		$319K Buy
2,403
+207
+9% +$32.6K ﹤0.01% 1859
2024
Q3 		$376K Hold
2,196
– – ﹤0.01% 1898
2024
Q2 		$268K Sell
2,196
-1
-0% -$122 ﹤0.01% 1977
2024
Q1 		$299K Sell
2,197
-2,175
-50% -$276K ﹤0.01% 1896
2023
Q4 		$602K Buy
+4,372
New +$437K ﹤0.01% 1516

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

Corient Private Wealth's MHO Position: Q2 2026 in Review

Corient Private Wealth increased its M/I Homes (MHO) stake by 0.01% in Q2 2026, buying an estimated $669 and bringing the position to 38,597 shares worth $6.21M. The position accounts for 0.01% of the portfolio, ranked #820.

Corient Private Wealth first reported a position in MHO in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Corient Private Wealth held 38,597 shares of M/I Homes worth $6.21M as of Q2 2026.
  • Corient Private Wealth bought 5 M/I Homes shares in Q2 2026, an estimated $669.
  • M/I Homes made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #820 holding.
  • Corient Private Wealth first reported a position in M/I Homes in Q4 2023 and has held it in 11 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.