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Journey Strategic Wealth’s M/I Homes MHO Stock Holding History

Journey Strategic Wealth’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
Q2 		– Sell
-2,705
Closed -$309K – 686
2025
Q1 		$309K Buy
2,705
+125
+5% +$15.3K 0.01% 328
2024
Q4 		$343K Sell
2,580
-253
-9% -$39.8K 0.01% 302
2024
Q3 		$485K Buy
+2,833
New +$430K 0.02% 220

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Journey Strategic Wealth's MHO Position: Q2 2025 in Review

Journey Strategic Wealth sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 2,705 shares — an estimated $309K sold.

Journey Strategic Wealth first reported a position in MHO in Q3 2024 and held it in 3 quarters. The position peaked at $485K in Q3 2024. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

  • Journey Strategic Wealth reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,705 M/I Homes shares in Q2 2025, an estimated $309K.
  • Journey Strategic Wealth first reported a position in M/I Homes in Q3 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's M/I Homes position peaked at $485K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.