Global Retirement Partners’s M/I Homes MHO Stock Holding History

Global Retirement 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	$4.5K	Buy	+28	New	+$3.75K	﹤0.01%	3728
2025 Q4	$3.58K	Buy	28 +7	+33%	+$925	﹤0.01%	3548
2025 Q3	$3.03K	Hold	21	–	–	﹤0.01%	3168
2025 Q2	$2.35K	Buy	+21	New	+$2.28K	﹤0.01%	3186
2024 Q4	$5.05K	Buy	38 +22	+138%	+$3.46K	﹤0.01%	2677
2024 Q3	$2.74K	Hold	16	–	–	﹤0.01%	2827
2024 Q2	$1.95K	Hold	16	–	–	﹤0.01%	2972
2024 Q1	$2.18K	Hold	16	–	–	﹤0.01%	2714
2023 Q4	$2.08K	Hold	16	–	–	﹤0.01%	2659
2023 Q3	$1.28K	Hold	16	–	–	﹤0.01%	2700
2023 Q2	$1.4K	Sell	16 -7	-30%	-$496	﹤0.01%	2673
2023 Q1	$1.54K	Sell	23 -7	-23%	-$403	﹤0.01%	2583
2022 Q4	$1.39K	Hold	30	–	–	﹤0.01%	2491
2022 Q3	$1K	Buy	30 +23	+329%	+$993	﹤0.01%	2510
2022 Q2	$0	Buy	+7	New	+$304	﹤0.01%	2804
2021 Q4	–	Sell	-65	Closed	-$4K	–	1183
2021 Q3	$4K	Buy	+65	New	+$3.98K	﹤0.01%	1691

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

Global Retirement Partners's MHO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in M/I Homes (MHO) in Q2 2026: 28 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #3728 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MHO as recently as Q4 2025.

Global Retirement Partners first reported a position in MHO in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.05K in Q4 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Global Retirement Partners held 28 shares of M/I Homes worth $4.5K as of Q2 2026.
M/I Homes was a new Global Retirement Partners position in Q2 2026.
M/I Homes made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3728 holding.
Global Retirement Partners first reported a position in M/I Homes in Q3 2021 and has held it in 16 quarters since.
Global Retirement Partners's M/I Homes position peaked at $5.05K in Q4 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.