MassMutual Private Wealth & Trust’s M/I Homes MHO Stock Holding History

MassMutual Private Wealth & Trust’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	$804	Hold	5	–	–	﹤0.01%	2210
2026 Q1	$612	Hold	5	–	–	﹤0.01%	2201
2025 Q4	$640	Hold	5	–	–	﹤0.01%	2215
2025 Q3	$722	Hold	5	–	–	﹤0.01%	2197
2025 Q2	$561	Sell	5 -26	-84%	-$2.82K	﹤0.01%	2212
2025 Q1	$3.54K	Sell	31 -6	-16%	-$736	﹤0.01%	1728
2024 Q4	$4.92K	Sell	37 -7	-16%	-$1.1K	﹤0.01%	1540
2024 Q3	$7.54K	Buy	44 +22	+100%	+$3.34K	﹤0.01%	1218
2024 Q2	$2.69K	Hold	22	–	–	﹤0.01%	1540
2024 Q1	$3K	Buy	22 +9	+69%	+$1.14K	﹤0.01%	1423
2023 Q4	$1.79K	Buy	13 +9	+225%	+$900	﹤0.01%	1537
2023 Q3	$336	Buy	+4	New	+$370	﹤0.01%	1877

Other funds holding MHO

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's MHO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its M/I Homes (MHO) position steady in Q2 2026 at 5 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

MassMutual Private Wealth & Trust first reported a position in MHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.54K in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

MassMutual Private Wealth & Trust held 5 shares of M/I Homes worth $804 as of Q2 2026.
MassMutual Private Wealth & Trust left its M/I Homes share count unchanged in Q2 2026.
M/I Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2210 holding.
MassMutual Private Wealth & Trust first reported a position in M/I Homes in Q3 2023 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's M/I Homes position peaked at $7.54K in Q3 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.