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NewEdge Advisors’s M/I Homes MHO Stock Holding History

NewEdge 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 		$705K Sell
4,386
-59
-1% -$7.9K ﹤0.01% 1904
2026
Q1 		$544K Buy
4,445
+792
+22% +$107K ﹤0.01% 1919
2025
Q4 		$467K Buy
3,653
+996
+37% +$132K ﹤0.01% 2018
2025
Q3 		$384K Sell
2,657
-312
-11% -$42.2K ﹤0.01% 2006
2025
Q2 		$333K Buy
2,969
+584
+24% +$63.4K ﹤0.01% 1956
2025
Q1 		$272K Sell
2,385
-811
-25% -$99.5K ﹤0.01% 1957
2024
Q4 		$425K Buy
3,196
+2,945
+1,173% +$464K ﹤0.01% 1658
2024
Q3 		$43K Buy
251
+183
+269% +$27.8K ﹤0.01% 2487
2024
Q2 		$8.3K Buy
68
+3
+5% +$367 ﹤0.01% 2926
2024
Q1 		$8.86K Hold
65
– – ﹤0.01% 2934
2023
Q4 		$8.95K Buy
+65
New +$6.5K ﹤0.01% 2904
2023
Q3 		– Sell
-629
Closed -$54.8K – 3580
2023
Q2 		$54.8K Buy
+629
New +$44.5K ﹤0.01% 2058

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

NewEdge Advisors's MHO Position: Q2 2026 in Review

NewEdge Advisors reduced its M/I Homes (MHO) stake by 1.3% in Q2 2026, selling an estimated $7.9K and leaving 4,386 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

NewEdge Advisors first reported a position in MHO in Q2 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • NewEdge Advisors held 4,386 shares of M/I Homes worth $705K as of Q2 2026.
  • NewEdge Advisors sold 59 M/I Homes shares in Q2 2026, an estimated $7.9K.
  • M/I Homes made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1904 holding.
  • NewEdge Advisors first reported a position in M/I Homes in Q2 2023 and has held it in 12 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.