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Avantax Advisory Services’s Meritage Homes MTH Stock Holding History

Avantax Advisory Services’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
Q2 		$1.32M Buy
19,641
+2,471
+14% +$164K 0.01% 1004
2025
Q1 		$1.22M Buy
17,170
+4,134
+32% +$311K 0.01% 989
2024
Q4 		$1M Buy
13,036
+174
+1% +$15.9K 0.01% 1037
2024
Q3 		$1.32M Buy
12,862
+114
+0.9% +$10.8K 0.01% 883
2024
Q2 		$1.03M Buy
+12,748
New +$1.07M 0.01% 957

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Avantax Advisory Services's MTH Position: Q2 2025 in Review

Avantax Advisory Services increased its Meritage Homes (MTH) stake by 14% in Q2 2025, buying an estimated $164K and bringing the position to 19,641 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1004.

Avantax Advisory Services first reported a position in MTH in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2024. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

  • Avantax Advisory Services held 19,641 shares of Meritage Homes worth $1.32M as of Q2 2025.
  • Avantax Advisory Services bought 2,471 Meritage Homes shares in Q2 2025, an estimated $164K.
  • Meritage Homes made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1004 holding.
  • Avantax Advisory Services first reported a position in Meritage Homes in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Meritage Homes position peaked at $1.32M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.