SageView Advisory Group’s M/I Homes MHO Stock Holding History

SageView Advisory Group’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	–	Sell	-16	Closed	-$2.05K	–	1704
2025 Q4	$2.05K	Buy	+16	New	+$2.12K	﹤0.01%	2226

Other funds holding MHO

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

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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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

SageView Advisory Group's MHO Position: Q1 2026 in Review

SageView Advisory Group sold out of M/I Homes (MHO) in Q1 2026, closing a stake of 16 shares — an estimated $2.05K sold.

SageView Advisory Group first reported a position in MHO in Q4 2025 and held it in 1 quarter. The position peaked at $2.05K in Q4 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

SageView Advisory Group reported no remaining M/I Homes position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 16 M/I Homes shares in Q1 2026, an estimated $2.05K.
SageView Advisory Group first reported a position in M/I Homes in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's M/I Homes position peaked at $2.05K in Q4 2025.
332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.