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 Q3	$91.5K	Sell	677 -23	-3%	-$3.39K	0.01%	904
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's MHO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its M/I Homes (MHO) stake by 3.3% in Q3 2026, selling an estimated $3.39K and leaving 677 shares worth $91.5K. 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 5 quarters since. The position peaked at $113K in Q2 2026. 145 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

Pinnacle Wealth Planning Services held 677 shares of M/I Homes worth $91.5K as of Q3 2026.
Pinnacle Wealth Planning Services sold 23 M/I Homes shares in Q3 2026, an estimated $3.39K.
M/I Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #904 holding.
Pinnacle Wealth Planning Services first reported a position in M/I Homes in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's M/I Homes position peaked at $113K in Q2 2026.
145 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.