PWPS
MHO icon

Pinnacle Wealth Planning Services’s M/I Homes MHO Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$82.2K Buy
671
+9
+1% +$1.21K 0.01% 904
2025
Q4 		$84.7K Buy
+662
New +$87.5K 0.01% 870
2021
Q1 		– Sell
-946
Closed -$42K – 1298
2020
Q4 		$42K Buy
+946
New +$42.7K 0.01% 869

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's MHO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its M/I Homes (MHO) stake by 1.4% in Q1 2026, buying an estimated $1.21K and bringing the position to 671 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #904.

Pinnacle Wealth Planning Services first reported a position in MHO in Q4 2020 and has held it in 3 quarters since. The position peaked at $84.7K in Q4 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 671 shares of M/I Homes worth $82.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9 M/I Homes shares in Q1 2026, an estimated $1.21K.
  • M/I Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #904 holding.
  • Pinnacle Wealth Planning Services first reported a position in M/I Homes in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's M/I Homes position peaked at $84.7K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.