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Kestra Private Wealth Services’s M/I Homes MHO Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-2,171
Closed -$289K – 1547
2024
Q4 		$289K Buy
2,171
+370
+21% +$58.2K ﹤0.01% 1153
2024
Q3 		$309K Buy
+1,801
New +$273K 0.01% 1071
2024
Q2 		– Sell
-1,640
Closed -$224K – 1387
2024
Q1 		$224K Buy
+1,640
New +$208K 0.01% 1130

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Kestra Private Wealth Services's MHO Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 2,171 shares — an estimated $289K sold.

Kestra Private Wealth Services first reported a position in MHO in Q1 2024 and held it in 3 quarters. The position peaked at $309K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,171 M/I Homes shares in Q1 2025, an estimated $289K.
  • Kestra Private Wealth Services first reported a position in M/I Homes in Q1 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's M/I Homes position peaked at $309K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.