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Legacy Wealth Management (Idaho)’s M/I Homes MHO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-38
Closed -$4.65K – 642
2026
Q1 		$4.65K Sell
38
-22
-37% -$2.96K ﹤0.01% 633
2025
Q4 		$7.68K Buy
60
+49
+445% +$6.48K ﹤0.01% 468
2025
Q3 		$1.59K Sell
11
-61
-85% -$8.25K ﹤0.01% 571
2025
Q2 		$8.07K Sell
72
-12
-14% -$1.3K ﹤0.01% 344
2025
Q1 		$9.59K Hold
84
– – 0.01% 333
2024
Q4 		$9.76K Buy
84
+12
+17% +$1.89K 0.01% 292
2024
Q3 		$11.1K Buy
+72
New +$10.9K 0.01% 295

Other funds holding MHO

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MHO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of M/I Homes (MHO) in Q2 2026, closing a stake of 38 shares — an estimated $4.65K sold.

Legacy Wealth Management (Idaho) first reported a position in MHO in Q3 2024 and held it in 7 quarters. The position peaked at $11.1K in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining M/I Homes position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 38 M/I Homes shares in Q2 2026, an estimated $4.65K.
  • Legacy Wealth Management (Idaho) first reported a position in M/I Homes in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s M/I Homes position peaked at $11.1K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.