Steward Partners Investment Advisory’s M/I Homes MHO Stock Holding History

Steward Partners Investment Advisory’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	$231K	Sell	1,438 -8,409	-85%	-$1.13M	﹤0.01%	2160
2026 Q1	$1.21M	Buy	9,847 +7,958	+421%	+$1.07M	0.01%	1062
2025 Q4	$242K	Sell	1,889 -200	-10%	-$26.4K	﹤0.01%	1828
2025 Q3	$302K	Buy	2,089 +1,500	+255%	+$203K	﹤0.01%	1647
2025 Q2	$66K	Buy	589 +13	+2%	+$1.41K	﹤0.01%	2328
2025 Q1	$65.8K	Buy	576 +46	+9%	+$5.64K	﹤0.01%	2240
2024 Q4	$70.5K	Buy	+530	New	+$83.4K	﹤0.01%	2160
2020 Q2	–	Sell	-72	Closed	-$1K	–	2710
2020 Q1	$1K	Buy	+72	New	+$2.6K	﹤0.01%	2400

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Steward Partners Investment Advisory's MHO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its M/I Homes (MHO) stake by 85% in Q2 2026, selling an estimated $1.13M and leaving 1,438 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Steward Partners Investment Advisory first reported a position in MHO in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2026. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Steward Partners Investment Advisory held 1,438 shares of M/I Homes worth $231K as of Q2 2026.
Steward Partners Investment Advisory sold 8,409 M/I Homes shares in Q2 2026, an estimated $1.13M.
M/I Homes made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2160 holding.
Steward Partners Investment Advisory first reported a position in M/I Homes in Q1 2020 and has held it in 8 quarters since.
Steward Partners Investment Advisory's M/I Homes position peaked at $1.21M in Q1 2026.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.