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180 Wealth Advisors’s Meritage Homes MTH Stock Holding History

180 Wealth Advisors’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,180
Closed -$245K – 433
2024
Q4 		$245K Sell
3,180
-1,350
-30% -$123K 0.04% 348
2024
Q3 		$464K Sell
4,530
-2,102
-32% -$198K 0.07% 244
2024
Q2 		$580K Sell
6,632
-2,196
-25% -$185K 0.09% 192
2024
Q1 		$774K Sell
8,828
-1,124
-11% -$90.9K 0.14% 153
2023
Q4 		$850K Buy
9,952
+32
+0.3% +$2.21K 0.17% 125
2023
Q3 		$607K Sell
9,920
-360
-4% -$24.7K 0.14% 155
2023
Q2 		$725K Sell
10,280
-4,462
-30% -$280K 0.16% 137
2023
Q1 		$861K Buy
14,742
+3,340
+29% +$180K 0.2% 122
2022
Q4 		$603K Buy
11,402
+3,092
+37% +$125K 0.14% 151
2022
Q3 		$292K Sell
8,310
-196
-2% -$7.93K 0.08% 249
2022
Q2 		$328K Buy
8,506
+324
+4% +$12.9K 0.08% 234
2022
Q1 		$340K Buy
8,182
+416
+5% +$20.3K 0.07% 255
2021
Q4 		$386K Buy
7,766
+1,000
+15% +$55.8K 0.09% 226
2021
Q3 		$343K Buy
6,766
+42
+0.6% +$2.16K 0.08% 260
2021
Q2 		$369K Buy
6,724
+1,198
+22% +$60.5K 0.08% 229
2021
Q1 		$292K Buy
+5,526
New +$239K 0.07% 255
2020
Q3 		– Sell
-4,908
Closed -$204K – 282
2020
Q2 		$204K Buy
+4,908
New +$145K 0.08% 246

Other funds holding MTH

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

180 Wealth Advisors's MTH Position: Q1 2025 in Review

180 Wealth Advisors sold out of Meritage Homes (MTH) in Q1 2025, closing a stake of 3,180 shares — an estimated $245K sold.

180 Wealth Advisors first reported a position in MTH in Q2 2020 and held it in 17 quarters. The position peaked at $861K in Q1 2023. 391 funds tracked by Wall St. Rank hold MTH as of Q1 2025.

  • 180 Wealth Advisors reported no remaining Meritage Homes position as of Q1 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 3,180 Meritage Homes shares in Q1 2025, an estimated $245K.
  • 180 Wealth Advisors first reported a position in Meritage Homes in Q2 2020 and held it in 17 quarters.
  • 180 Wealth Advisors's Meritage Homes position peaked at $861K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.