Superior Planning, LLC’s Meritage Homes MTH Stock Holding History

Superior Planning, LLC’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
2026 Q3	$8.17K	Buy	+130	New	+$9.19K	﹤0.01%	1009

Other funds holding MTH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's MTH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Meritage Homes (MTH) in Q3 2026: 130 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

252 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

Superior Planning, LLC held 130 shares of Meritage Homes worth $8.17K as of Q3 2026.
Meritage Homes was a new Superior Planning, LLC position in Q3 2026.
Meritage Homes made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1009 holding.
252 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.