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Root Financial Partners’s M/I Homes MHO Stock Holding History

Root Financial Partners’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 		– Sell
-138
Closed -$16.9K – 2068
2026
Q1 		$16.9K Buy
138
+22
+19% +$2.96K ﹤0.01% 1418
2025
Q4 		$14.8K Sell
116
-484
-81% -$64K ﹤0.01% 1323
2025
Q3 		$86.7K Buy
+600
New +$81.2K 0.01% 486

Other funds holding MHO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Root Financial Partners's MHO Position: Q2 2026 in Review

Root Financial Partners sold out of M/I Homes (MHO) in Q2 2026, closing a stake of 138 shares — an estimated $16.9K sold.

Root Financial Partners first reported a position in MHO in Q3 2025 and held it in 3 quarters. The position peaked at $86.7K in Q3 2025. 65 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Root Financial Partners reported no remaining M/I Homes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 138 M/I Homes shares in Q2 2026, an estimated $16.9K.
  • Root Financial Partners first reported a position in M/I Homes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's M/I Homes position peaked at $86.7K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.