Moneta Group Investment Advisors’s M/I Homes MHO Stock Holding History

Moneta Group Investment Advisors’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	$224K	Buy	+1,395	New	+$187K	﹤0.01%	799
2025 Q4	–	Sell	-1,395	Closed	-$201K	–	838
2025 Q3	$201K	Buy	+1,395	New	+$189K	﹤0.01%	758
2025 Q1	–	Sell	-2,000	Closed	-$266K	–	690
2024 Q4	$266K	Hold	2,000	–	–	﹤0.01%	563
2024 Q3	$343K	Hold	2,000	–	–	0.01%	488
2024 Q2	$244K	Hold	2,000	–	–	﹤0.01%	535
2024 Q1	$273K	Hold	2,000	–	–	﹤0.01%	513
2023 Q4	$275K	Buy	+2,000	New	+$200K	0.01%	464

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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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

Moneta Group Investment Advisors's MHO Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in M/I Homes (MHO) in Q2 2026: 1,395 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in MHO as recently as Q3 2025.

Moneta Group Investment Advisors first reported a position in MHO in Q4 2023 and has held it in 7 quarters since. The position peaked at $343K in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Moneta Group Investment Advisors held 1,395 shares of M/I Homes worth $224K as of Q2 2026.
M/I Homes was a new Moneta Group Investment Advisors position in Q2 2026.
M/I Homes made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #799 holding.
Moneta Group Investment Advisors first reported a position in M/I Homes in Q4 2023 and has held it in 7 quarters since.
Moneta Group Investment Advisors's M/I Homes position peaked at $343K in Q3 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.