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

Empirical 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
Q4 		– Sell
-2,820
Closed -$407K – 948
2025
Q3 		$407K Buy
2,820
+377
+15% +$51K 0.01% 526
2025
Q2 		$274K Buy
2,443
+178
+8% +$19.3K 0.01% 561
2025
Q1 		$259K Buy
2,265
+484
+27% +$59.4K 0.01% 548
2024
Q4 		$237K Buy
1,781
+205
+13% +$32.3K 0.01% 548
2024
Q3 		$270K Buy
+1,576
New +$239K 0.01% 482

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Empirical Wealth Management's MHO Position: Q4 2025 in Review

Empirical Wealth Management sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 2,820 shares — an estimated $407K sold.

Empirical Wealth Management first reported a position in MHO in Q3 2024 and held it in 5 quarters. The position peaked at $407K in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

  • Empirical Wealth Management reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 2,820 M/I Homes shares in Q4 2025, an estimated $407K.
  • Empirical Wealth Management first reported a position in M/I Homes in Q3 2024 and held it in 5 quarters.
  • Empirical Wealth Management's M/I Homes position peaked at $407K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.