Rise Advisors’s M/I Homes MHO Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-4	Closed	-$578	–	910
2025 Q3	$578	Hold	4	–	–	﹤0.01%	1377
2025 Q2	$448	Sell	4 -4	-50%	-$434	﹤0.01%	1441
2025 Q1	$913	Buy	+8	New	+$982	﹤0.01%	1288

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Rise Advisors's MHO Position: Q4 2025 in Review

Rise Advisors sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 4 shares — an estimated $578 sold.

Rise Advisors first reported a position in MHO in Q1 2025 and held it in 3 quarters. The position peaked at $913 in Q1 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

Rise Advisors reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 M/I Homes shares in Q4 2025, an estimated $578.
Rise Advisors first reported a position in M/I Homes in Q1 2025 and held it in 3 quarters.
Rise Advisors's M/I Homes position peaked at $913 in Q1 2025.
338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.