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Old North State Wealth Management’s M/I Homes MHO Stock Holding History

Old North State Wealth Management’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 		$7.32M Buy
45,526
+1,405
+3% +$188K 3.13% 6
2026
Q1 		$5.4M Buy
44,121
+825
+2% +$111K 2.5% 9
2025
Q4 		$5.54M Sell
43,296
-1,445
-3% -$191K 2.6% 8
2025
Q3 		$6.46M Buy
44,741
+225
+0.5% +$30.4K 3.02% 7
2025
Q2 		$4.99M Sell
44,516
-1,740
-4% -$189K 2.6% 9
2025
Q1 		$5.28M Sell
46,256
-405
-0.9% -$49.7K 2.94% 8
2024
Q4 		$6.2M Sell
46,661
-700
-1% -$110K 3.49% 5
2024
Q3 		$8.12M Buy
47,361
+445
+0.9% +$67.5K 4.55% 2
2024
Q2 		$5.73M Buy
46,916
+9,350
+25% +$1.14M 3.77% 5
2024
Q1 		$5.12M Buy
37,566
+26,766
+248% +$3.4M 3.34% 7
2023
Q4 		$1.49M Buy
10,800
+700
+7% +$70K 1.1% 32
2023
Q3 		$849K Buy
10,100
+3,100
+44% +$287K 0.75% 42
2023
Q2 		$610K Sell
7,000
-720
-9% -$51K 0.53% 47
2023
Q1 		$487K Buy
7,720
+200
+3% +$11.5K 0.46% 49
2022
Q4 		$347K Buy
7,520
+725
+11% +$31.1K 0.35% 52
2022
Q3 		$246K Buy
6,795
+200
+3% +$8.64K 0.28% 56
2022
Q2 		$262K Buy
6,595
+1,520
+30% +$66K 0.3% 51
2022
Q1 		$225K Buy
5,075
+1,475
+41% +$75.2K 0.22% 56
2021
Q4 		$224K Buy
+3,600
New +$215K 0.23% 54

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

Old North State Wealth Management's MHO Position: Q2 2026 in Review

Old North State Wealth Management increased its M/I Homes (MHO) stake by 3.2% in Q2 2026, buying an estimated $188K and bringing the position to 45,526 shares worth $7.32M. The position accounts for 3.13% of the portfolio, ranked #6.

Old North State Wealth Management first reported a position in MHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.12M in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Old North State Wealth Management held 45,526 shares of M/I Homes worth $7.32M as of Q2 2026.
  • Old North State Wealth Management bought 1,405 M/I Homes shares in Q2 2026, an estimated $188K.
  • M/I Homes made up 3.13% of Old North State Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Old North State Wealth Management first reported a position in M/I Homes in Q4 2021 and has held it in 19 quarters since.
  • Old North State Wealth Management's M/I Homes position peaked at $8.12M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.