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Net Worth Advisory Group’s M/I Homes MHO Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-2,308
Closed -$259K – 459
2025
Q2 		$259K Buy
2,308
+114
+5% +$12.4K 0.06% 352
2025
Q1 		$250K Buy
2,194
+30
+1% +$3.68K 0.08% 298
2024
Q4 		$288K Buy
2,164
+12
+0.6% +$1.89K 0.09% 259
2024
Q3 		$369K Buy
+2,152
New +$326K 0.11% 214

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Net Worth Advisory Group's MHO Position: Q3 2025 in Review

Net Worth Advisory Group sold out of M/I Homes (MHO) in Q3 2025, closing a stake of 2,308 shares — an estimated $259K sold.

Net Worth Advisory Group first reported a position in MHO in Q3 2024 and held it in 4 quarters. The position peaked at $369K in Q3 2024. 339 funds tracked by Wall St. Rank hold MHO as of Q3 2025.

  • Net Worth Advisory Group reported no remaining M/I Homes position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,308 M/I Homes shares in Q3 2025, an estimated $259K.
  • Net Worth Advisory Group first reported a position in M/I Homes in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's M/I Homes position peaked at $369K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held M/I Homes as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.