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

NewEdge Wealth’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 		$1.98M Buy
12,291
+2,404
+24% +$322K 0.02% 465
2026
Q1 		$1.21M Buy
9,887
+3,571
+57% +$481K 0.01% 576
2025
Q4 		$808K Buy
6,316
+689
+12% +$91.1K 0.01% 693
2025
Q3 		$719K Buy
5,627
+1,032
+22% +$140K 0.01% 647
2025
Q2 		$594K Buy
4,595
+446
+11% +$48.4K 0.01% 662
2025
Q1 		$474K Buy
4,149
+701
+20% +$86K 0.01% 665
2024
Q4 		$458K Buy
+3,448
New +$543K 0.01% 660

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 Wealth's MHO Position: Q2 2026 in Review

NewEdge Wealth increased its M/I Homes (MHO) stake by 24% in Q2 2026, buying an estimated $322K and bringing the position to 12,291 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #465.

NewEdge Wealth first reported a position in MHO in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • NewEdge Wealth held 12,291 shares of M/I Homes worth $1.98M as of Q2 2026.
  • NewEdge Wealth bought 2,404 M/I Homes shares in Q2 2026, an estimated $322K.
  • M/I Homes made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #465 holding.
  • NewEdge Wealth first reported a position in M/I Homes in Q4 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.