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SkyOak Wealth’s M/I Homes MHO Stock Holding History

SkyOak Wealth’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
-2,333
Closed -$299K – 267
2025
Q4 		$299K Sell
2,333
-112
-5% -$14.8K 0.05% 184
2025
Q3 		$353K Buy
2,445
+90
+4% +$12.2K 0.07% 169
2025
Q2 		$264K Buy
2,355
+219
+10% +$23.8K 0.05% 194
2025
Q1 		$244K Buy
2,136
+306
+17% +$37.6K 0.05% 199
2024
Q4 		$243K Buy
+1,830
New +$288K 0.05% 213
2024
Q2 		– Sell
-2,348
Closed -$320K – 260
2024
Q1 		$320K Buy
+2,348
New +$298K 0.08% 177

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SkyOak Wealth's MHO Position: Q1 2026 in Review

SkyOak Wealth sold out of M/I Homes (MHO) in Q1 2026, closing a stake of 2,333 shares — an estimated $299K sold.

SkyOak Wealth first reported a position in MHO in Q1 2024 and held it in 6 quarters. The position peaked at $353K in Q3 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • SkyOak Wealth reported no remaining M/I Homes position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 2,333 M/I Homes shares in Q1 2026, an estimated $299K.
  • SkyOak Wealth first reported a position in M/I Homes in Q1 2024 and held it in 6 quarters.
  • SkyOak Wealth's M/I Homes position peaked at $353K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.