GI
MHO icon

Gradient Investments’s M/I Homes MHO Stock Holding History

Gradient Investments’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
Q3 		$17.5M Buy
129,757
+7,846
+6% +$1.16M 0.25% 125
2026
Q2 		$19.6M Buy
121,911
+1,895
+2% +$254K 0.27% 113
2026
Q1 		$14.7M Buy
120,016
+5,243
+5% +$706K 0.23% 129
2025
Q4 		$14.7M Buy
114,773
+100,233
+689% +$13.2M 0.23% 127
2025
Q3 		$2.1M Sell
14,540
-2,007
-12% -$272K 0.04% 192
2025
Q2 		$1.86M Buy
+16,547
New +$1.8M 0.03% 195

Other funds holding MHO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gradient Investments's MHO Position: Q3 2026 in Review

Gradient Investments increased its M/I Homes (MHO) stake by 6.4% in Q3 2026, buying an estimated $1.16M and bringing the position to 129,757 shares worth $17.5M. The position accounts for 0.25% of the portfolio, ranked #125.

Gradient Investments first reported a position in MHO in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.6M in Q2 2026. 10 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

  • Gradient Investments held 129,757 shares of M/I Homes worth $17.5M as of Q3 2026.
  • Gradient Investments bought 7,846 M/I Homes shares in Q3 2026, an estimated $1.16M.
  • M/I Homes made up 0.25% of Gradient Investments's portfolio in Q3 2026, its #125 holding.
  • Gradient Investments first reported a position in M/I Homes in Q2 2025 and has held it in 6 quarters since.
  • Gradient Investments's M/I Homes position peaked at $19.6M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.