WA
MHO icon

Whipplewood Advisors’s M/I Homes MHO Stock Holding History

Whipplewood Advisors’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 		– Sell
-3
Closed -$367 – 897
2026
Q1 		$367 Buy
+3
New +$404 ﹤0.01% 998
2025
Q3 		– Sell
-3
Closed -$336 – 830
2025
Q2 		$336 Sell
3
-30
-91% -$3.26K ﹤0.01% 1148
2025
Q1 		$343 Buy
33
+30
+1,000% +$3.68K ﹤0.01% 1161
2024
Q4 		$399 Buy
+3
New +$472 ﹤0.01% 1134

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

Whipplewood Advisors's MHO Position: Q2 2026 in Review

Whipplewood Advisors sold out of M/I Homes (MHO) in Q2 2026, closing a stake of 3 shares — an estimated $367 sold.

Whipplewood Advisors first reported a position in MHO in Q4 2024 and held it in 4 quarters. The position peaked at $399 in Q4 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Whipplewood Advisors reported no remaining M/I Homes position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 3 M/I Homes shares in Q2 2026, an estimated $367.
  • Whipplewood Advisors first reported a position in M/I Homes in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's M/I Homes position peaked at $399 in Q4 2024.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.