AW
MTH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avion Wealth's MTH Position: Q1 2026 in Review

Avion Wealth increased its Meritage Homes (MTH) stake by 100% in Q1 2026, buying an estimated $565 and bringing the position to 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Avion Wealth first reported a position in MTH in Q2 2023 and has held it in 5 quarters since. The position peaked at $1K in Q1 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Avion Wealth held 16 shares of Meritage Homes worth $0 as of Q1 2026.
  • Avion Wealth bought 8 Meritage Homes shares in Q1 2026, an estimated $565.
  • Meritage Homes made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1472 holding.
  • Avion Wealth first reported a position in Meritage Homes in Q2 2023 and has held it in 5 quarters since.
  • Avion Wealth's Meritage Homes position peaked at $1K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.