Allworth Financial’s Meritage Homes MTH Stock Holding History

Allworth Financial’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 Q1	$38.7K	Buy	625 +362	+138%	+$25.6K	﹤0.01%	2514
2025 Q4	$17.3K	Sell	263 -127	-33%	-$8.79K	﹤0.01%	2908
2025 Q3	$28.3K	Buy	390 +10	+3%	+$743	﹤0.01%	2494
2025 Q2	$25.5K	Buy	380 +125	+49%	+$8.28K	﹤0.01%	2365
2025 Q1	$17.6K	Sell	255 -171	-40%	-$12.9K	﹤0.01%	2159
2024 Q4	$17.5K	Buy	426 +360	+545%	+$32.8K	﹤0.01%	2177
2024 Q3	$6.77K	Buy	66 +24	+57%	+$2.27K	﹤0.01%	2435
2024 Q2	$3.99K	Hold	42	–	–	﹤0.01%	2617
2024 Q1	$3.69K	Sell	42 -2	-5%	-$162	﹤0.01%	2544
2023 Q4	$3.83K	Buy	44 +40	+1,000%	+$2.76K	﹤0.01%	2377
2023 Q3	$245	Buy	4 +2	+100%	+$137	﹤0.01%	3205
2023 Q2	$143	Hold	2	–	–	﹤0.01%	3149
2023 Q1	$117	Hold	2	–	–	﹤0.01%	3088
2022 Q4	$92	Sell	2 -2	-50%	-$81	﹤0.01%	2928
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2938
2022 Q2	$0	Sell	4 -2	-33%	-$80	﹤0.01%	2648
2022 Q1	$0	Sell	6 -364	-98%	-$17.8K	﹤0.01%	2275
2021 Q4	$23K	Buy	+370	New	+$20.6K	﹤0.01%	1064

Other funds holding MTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return