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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
Q2 		$113K Buy
700
+29
+4% +$3.88K 0.01% 805
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 $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

Pinnacle Wealth Planning Services's MHO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its M/I Homes (MHO) stake by 4.3% in Q2 2026, buying an estimated $3.88K and bringing the position to 700 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #805.

Pinnacle Wealth Planning Services first reported a position in MHO in Q4 2020 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 700 shares of M/I Homes worth $113K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 29 M/I Homes shares in Q2 2026, an estimated $3.88K.
  • M/I Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #805 holding.
  • Pinnacle Wealth Planning Services first reported a position in M/I Homes in Q4 2020 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.