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 Q3	$676	Hold	5	–	–	﹤0.01%	2167
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's MHO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its M/I Homes (MHO) position steady in Q3 2026 at 5 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

MassMutual Private Wealth & Trust first reported a position in MHO in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.54K in Q3 2024. 10 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

MassMutual Private Wealth & Trust held 5 shares of M/I Homes worth $676 as of Q3 2026.
MassMutual Private Wealth & Trust left its M/I Homes share count unchanged in Q3 2026.
M/I Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2167 holding.
MassMutual Private Wealth & Trust first reported a position in M/I Homes in Q3 2023 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's M/I Homes position peaked at $7.54K in Q3 2024.
10 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.