Edgestream Partners’s M/I Homes MHO Stock Holding History

Edgestream Partners’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	$7.19M	Sell	44,743 -27,352	-38%	-$3.66M	0.21%	142
2026 Q1	$8.83M	Buy	+72,095	New	+$9.71M	0.29%	69
2025 Q4	–	Sell	-60,605	Closed	-$8.75M	–	1070
2025 Q3	$8.75M	Buy	60,605 +28,122	+87%	+$3.8M	0.26%	89
2025 Q2	$3.64M	Buy	32,483 +15,871	+96%	+$1.72M	0.1%	380
2025 Q1	$1.9M	Buy	16,612 +14,690	+764%	+$1.8M	0.06%	503
2024 Q4	$256K	Buy	+1,922	New	+$303K	0.01%	784
2024 Q3	–	Sell	-29,166	Closed	-$3.56M	–	985
2024 Q2	$3.56M	Sell	29,166 -2,428	-8%	-$297K	0.17%	202
2024 Q1	$4.31M	Sell	31,594 -3,510	-10%	-$446K	0.21%	149
2023 Q4	$4.84M	Buy	+35,104	New	+$3.51M	0.35%	34

Other funds holding MHO

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

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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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Edgestream Partners's MHO Position: Q2 2026 in Review

Edgestream Partners reduced its M/I Homes (MHO) stake by 38% in Q2 2026, selling an estimated $3.66M and leaving 44,743 shares worth $7.19M. The position accounts for 0.21% of the portfolio, ranked #142.

Edgestream Partners first reported a position in MHO in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.83M in Q1 2026. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Edgestream Partners held 44,743 shares of M/I Homes worth $7.19M as of Q2 2026.
Edgestream Partners sold 27,352 M/I Homes shares in Q2 2026, an estimated $3.66M.
M/I Homes made up 0.21% of Edgestream Partners's portfolio in Q2 2026, its #142 holding.
Edgestream Partners first reported a position in M/I Homes in Q4 2023 and has held it in 9 quarters since.
Edgestream Partners's M/I Homes position peaked at $8.83M in Q1 2026.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.