Rothwell Investment Advisors, LLC’s Meritage Homes MTH Stock Holding History

Rothwell Investment Advisors, 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	$30.8K	Buy	+490	New	+$34.6K	0.02%	521

Other funds holding MTH

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

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

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MTH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Meritage Homes (MTH) in Q3 2026: 490 shares worth $30.8K. The stake represents 0.02% of the portfolio and ranks #521 among its holdings.

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

Rothwell Investment Advisors, LLC held 490 shares of Meritage Homes worth $30.8K as of Q3 2026.
Meritage Homes was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Meritage Homes made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #521 holding.
206 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.