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Kestra Investment Management’s M/I Homes MHO Stock Holding History

Kestra Investment 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
Q3 		– Sell
-1,010
Closed -$113K – 635
2025
Q2 		$113K Buy
1,010
+929
+1,147% +$101K ﹤0.01% 452
2025
Q1 		$9.25K Buy
+81
New +$9.94K ﹤0.01% 626

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 $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kestra Investment Management's MHO Position: Q3 2025 in Review

Kestra Investment Management sold out of M/I Homes (MHO) in Q3 2025, closing a stake of 1,010 shares — an estimated $113K sold.

Kestra Investment Management first reported a position in MHO in Q1 2025 and held it in 2 quarters. The position peaked at $113K in Q2 2025. 339 funds tracked by Wall St. Rank hold MHO as of Q3 2025.

  • Kestra Investment Management reported no remaining M/I Homes position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,010 M/I Homes shares in Q3 2025, an estimated $113K.
  • Kestra Investment Management first reported a position in M/I Homes in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's M/I Homes position peaked at $113K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held M/I Homes as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.