Creative Planning
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Creative Planning’s M/I Homes MHO Stock Holding History

Creative Planning’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 		$7.24M Buy
45,031
+25,791
+134% +$3.45M ﹤0.01% 1115
2026
Q1 		$2.36M Buy
19,240
+6,886
+56% +$927K ﹤0.01% 1773
2025
Q4 		$1.58M Sell
12,354
-139
-1% -$18.4K ﹤0.01% 1911
2025
Q3 		$1.8M Buy
12,493
+3,515
+39% +$476K ﹤0.01% 1629
2025
Q2 		$1.01M Buy
8,978
+6,238
+228% +$678K ﹤0.01% 1839
2025
Q1 		$313K Sell
2,740
-2,657
-49% -$326K ﹤0.01% 2718
2024
Q4 		$718K Sell
5,397
-1,097
-17% -$173K ﹤0.01% 1905
2024
Q3 		$1.11M Buy
6,494
+2,335
+56% +$354K ﹤0.01% 1439
2024
Q2 		$508K Buy
4,159
+1,244
+43% +$152K ﹤0.01% 1932
2024
Q1 		$397K Buy
2,915
+319
+12% +$40.5K ﹤0.01% 2032
2023
Q4 		$358K Buy
+2,596
New +$260K ﹤0.01% 1962
2017
Q3 		– Sell
-2,281
Closed -$65K – 2975
2017
Q2 		$65K Hold
2,281
– – ﹤0.01% 2310
2017
Q1 		$56K Hold
2,281
– – ﹤0.01% 2399
2016
Q4 		$57K Sell
2,281
-30
-1% -$707 ﹤0.01% 2290
2016
Q3 		$54K Sell
2,311
-451
-16% -$9.98K ﹤0.01% 2299
2016
Q2 		$52K Hold
2,762
– – ﹤0.01% 2116
2016
Q1 		$52K Sell
2,762
-300
-10% -$5.39K ﹤0.01% 2072
2015
Q4 		$67K Sell
3,062
-100
-3% -$2.3K ﹤0.01% 1885
2015
Q3 		$75K Buy
+3,162
New +$78.5K ﹤0.01% 1760
2015
Q2 		– Sell
-2,811
Closed -$67K – 2236
2015
Q1 		$67K Hold
2,811
– – ﹤0.01% 1811
2014
Q4 		$65K Sell
2,811
-300
-10% -$6.53K ﹤0.01% 1825
2014
Q3 		$62K Buy
3,111
+300
+11% +$6.54K ﹤0.01% 1772
2014
Q2 		$68K Hold
2,811
– – ﹤0.01% 1670
2014
Q1 		$63K Hold
2,811
– – ﹤0.01% 1661
2013
Q4 		$72K Hold
2,811
– – ﹤0.01% 1380
2013
Q3 		$58K Hold
2,811
– – ﹤0.01% 1425
2013
Q2 		$65K Buy
+2,811
New +$68.3K ﹤0.01% 1232

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

Creative Planning's MHO Position: Q2 2026 in Review

Creative Planning increased its M/I Homes (MHO) stake by 134% in Q2 2026, buying an estimated $3.45M and bringing the position to 45,031 shares worth $7.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Creative Planning first reported a position in MHO in Q2 2013 and has held it in 27 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Creative Planning held 45,031 shares of M/I Homes worth $7.24M as of Q2 2026.
  • Creative Planning bought 25,791 M/I Homes shares in Q2 2026, an estimated $3.45M.
  • M/I Homes made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1115 holding.
  • Creative Planning first reported a position in M/I Homes in Q2 2013 and has held it in 27 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.