EverSource Wealth Advisors’s M/I Homes MHO Stock Holding History

EverSource Wealth Advisors’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	$34.4K	Sell	214 -177	-45%	-$23.7K	﹤0.01%	2031
2026 Q1	$47.9K	Buy	391 +97	+33%	+$13.1K	﹤0.01%	1918
2025 Q4	$37.6K	Sell	294 -23	-7%	-$3.04K	﹤0.01%	1949
2025 Q3	$45.8K	Buy	317 +33	+12%	+$4.46K	﹤0.01%	1775
2025 Q2	$31.8K	Buy	284 +135	+91%	+$14.7K	﹤0.01%	1937
2025 Q1	$17K	Buy	149 +137	+1,142%	+$16.8K	﹤0.01%	1785
2024 Q4	$1.6K	Buy	12 +8	+200%	+$1.26K	﹤0.01%	2797
2024 Q3	$685	Hold	4	–	–	﹤0.01%	2797
2024 Q2	$667	Hold	4	–	–	﹤0.01%	2822
2024 Q1	$465	Buy	+4	New	+$508	﹤0.01%	2741
2022 Q3	–	Sell	-228	Closed	-$9K	–	2067
2022 Q2	$9K	Buy	228 +37	+19%	+$1.61K	﹤0.01%	1074
2022 Q1	$9K	Sell	191 -54	-22%	-$2.75K	﹤0.01%	1026
2021 Q4	$15K	Buy	+245	New	+$14.6K	﹤0.01%	802

Other funds holding MHO

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 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

EverSource Wealth Advisors's MHO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its M/I Homes (MHO) stake by 45% in Q2 2026, selling an estimated $23.7K and leaving 214 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

EverSource Wealth Advisors first reported a position in MHO in Q4 2021 and has held it in 13 quarters since. The position peaked at $47.9K in Q1 2026. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

EverSource Wealth Advisors held 214 shares of M/I Homes worth $34.4K as of Q2 2026.
EverSource Wealth Advisors sold 177 M/I Homes shares in Q2 2026, an estimated $23.7K.
M/I Homes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2031 holding.
EverSource Wealth Advisors first reported a position in M/I Homes in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's M/I Homes position peaked at $47.9K in Q1 2026.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.