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Avion Wealth’s Meritage Homes MTH Stock Holding History

Avion Wealth’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
Q2 		$3K Buy
39
+23
+144% +$1.57K ﹤0.01% 967
2026
Q1 		$0 Buy
16
+8
+100% +$565 ﹤0.01% 1472
2025
Q4 		$0 Buy
+8
New +$554 ﹤0.01% 1464
2024
Q2 		– Sell
-6
Closed -$1K – 1142
2024
Q1 		$1K Buy
+6
New +$485 ﹤0.01% 1013
2023
Q4 		– Sell
-18
Closed -$1K – 1246
2023
Q3 		$1K Buy
18
+8
+80% +$550 ﹤0.01% 683
2023
Q2 		$0 Buy
+10
New +$628 ﹤0.01% 936

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avion Wealth's MTH Position: Q2 2026 in Review

Avion Wealth increased its Meritage Homes (MTH) stake by 144% in Q2 2026, buying an estimated $1.57K and bringing the position to 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Avion Wealth first reported a position in MTH in Q2 2023 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Avion Wealth held 39 shares of Meritage Homes worth $3K as of Q2 2026.
  • Avion Wealth bought 23 Meritage Homes shares in Q2 2026, an estimated $1.57K.
  • Meritage Homes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #967 holding.
  • Avion Wealth first reported a position in Meritage Homes in Q2 2023 and has held it in 6 quarters since.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.