Wealth Enhancement Advisory Services
MHO icon

Wealth Enhancement Advisory Services’s M/I Homes MHO Stock Holding History

Wealth Enhancement Advisory Services’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 		$597K Buy
4,049
+1,009
+33% +$135K ﹤0.01% 2523
2026
Q1 		$370K Sell
3,040
-2,433
-44% -$328K ﹤0.01% 2584
2025
Q4 		$704K Sell
5,473
-9
-0.2% -$1.19K ﹤0.01% 2209
2025
Q3 		$747K Sell
5,482
-28
-0.5% -$3.79K ﹤0.01% 2058
2025
Q2 		$636K Buy
5,510
+305
+6% +$33.1K ﹤0.01% 2037
2025
Q1 		$594K Buy
5,205
+763
+17% +$93.6K ﹤0.01% 1922
2024
Q4 		$591K Sell
4,442
-47
-1% -$7.4K ﹤0.01% 1867
2024
Q3 		$769K Buy
+4,489
New +$681K ﹤0.01% 1554
2024
Q2 		– Sell
-1,532
Closed -$209K – 2668
2024
Q1 		$209K Buy
+1,532
New +$195K ﹤0.01% 2166

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

Wealth Enhancement Advisory Services's MHO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its M/I Homes (MHO) stake by 33% in Q2 2026, buying an estimated $135K and bringing the position to 4,049 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Wealth Enhancement Advisory Services first reported a position in MHO in Q1 2024 and has held it in 9 quarters since. The position peaked at $769K in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,049 shares of M/I Homes worth $597K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,009 M/I Homes shares in Q2 2026, an estimated $135K.
  • M/I Homes made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2523 holding.
  • Wealth Enhancement Advisory Services first reported a position in M/I Homes in Q1 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's M/I Homes position peaked at $769K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.