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Wealthspire Advisors (New York)’s M/I Homes MHO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-11
Closed -$1.59K – 2147
2025
Q3 		$1.59K Buy
+11
New +$1.49K ﹤0.01% 2665

Other funds holding MHO

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BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s MHO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 11 shares — an estimated $1.59K sold.

Wealthspire Advisors (New York) first reported a position in MHO in Q3 2025 and held it in 1 quarter. The position peaked at $1.59K in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11 M/I Homes shares in Q4 2025, an estimated $1.59K.
  • Wealthspire Advisors (New York) first reported a position in M/I Homes in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s M/I Homes position peaked at $1.59K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.