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Summit Global Investments’s M/I Homes MHO Stock Holding History

Summit Global Investments’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 		$1.41M Sell
8,757
-328
-4% -$43.9K 0.08% 136
2026
Q1 		$1.11M Buy
9,085
+1,126
+14% +$152K 0.07% 167
2025
Q4 		$1.02M Buy
7,959
+4,922
+162% +$651K 0.06% 195
2025
Q3 		$439K Buy
3,037
+683
+29% +$92.4K 0.03% 323
2025
Q2 		$264K Buy
+2,354
New +$256K 0.02% 408
2025
Q1 		– Sell
-7,505
Closed -$998K – 524
2024
Q4 		$998K Sell
7,505
-1,663
-18% -$262K 0.06% 216
2024
Q3 		$1.57M Sell
9,168
-1,620
-15% -$246K 0.1% 157
2024
Q2 		$1.32M Buy
10,788
+2,515
+30% +$307K 0.09% 184
2024
Q1 		$1.13M Sell
8,273
-3,423
-29% -$435K 0.08% 185
2023
Q4 		$1.61M Sell
11,696
-530
-4% -$53K 0.11% 146
2023
Q3 		$1.03M Buy
+12,226
New +$1.13M 0.07% 211
2022
Q2 		– Sell
-20,605
Closed -$914K – 503
2022
Q1 		$914K Buy
+20,605
New +$1.05M 0.07% 251

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Global Investments's MHO Position: Q2 2026 in Review

Summit Global Investments reduced its M/I Homes (MHO) stake by 3.6% in Q2 2026, selling an estimated $43.9K and leaving 8,757 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #136.

Summit Global Investments first reported a position in MHO in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.61M in Q4 2023. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Summit Global Investments held 8,757 shares of M/I Homes worth $1.41M as of Q2 2026.
  • Summit Global Investments sold 328 M/I Homes shares in Q2 2026, an estimated $43.9K.
  • M/I Homes made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #136 holding.
  • Summit Global Investments first reported a position in M/I Homes in Q1 2022 and has held it in 12 quarters since.
  • Summit Global Investments's M/I Homes position peaked at $1.61M in Q4 2023.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.