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Stratos Wealth Partners’s M/I Homes MHO Stock Holding History

Stratos Wealth 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
2025
Q2 		– Sell
-15,191
Closed -$1.73M – 1457
2025
Q1 		$1.73M Sell
15,191
-15,380
-50% -$1.89M 0.03% 486
2024
Q4 		$4.06M Buy
30,571
+1,756
+6% +$276K 0.06% 317
2024
Q3 		$4.94M Buy
28,815
+2,631
+10% +$399K 0.07% 273
2024
Q2 		$3.2M Sell
26,184
-3,777
-13% -$462K 0.05% 337
2024
Q1 		$4.08M Buy
29,961
+3,677
+14% +$467K 0.07% 277
2023
Q4 		$3.62M Buy
26,284
+15,481
+143% +$1.55M 0.07% 284
2023
Q3 		$908K Buy
+10,803
New +$999K 0.02% 608
2023
Q2 		– Sell
-3,485
Closed -$220K – 1217
2023
Q1 		$220K Buy
+3,485
New +$201K 0.01% 1006

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stratos Wealth Partners's MHO Position: Q2 2025 in Review

Stratos Wealth Partners sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 15,191 shares — an estimated $1.73M sold.

Stratos Wealth Partners first reported a position in MHO in Q1 2023 and held it in 8 quarters. The position peaked at $4.94M in Q3 2024. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

  • Stratos Wealth Partners reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,191 M/I Homes shares in Q2 2025, an estimated $1.73M.
  • Stratos Wealth Partners first reported a position in M/I Homes in Q1 2023 and held it in 8 quarters.
  • Stratos Wealth Partners's M/I Homes position peaked at $4.94M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.