Bell Investment Advisors’s Meritage Homes MTH Stock Holding History

Bell Investment Advisors’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	$5.69K	Sell	92 -34	-27%	-$2.4K	﹤0.01%	908
2025 Q4	$8.29K	Buy	126 +83	+193%	+$5.75K	﹤0.01%	766
2025 Q3	$3.12K	Sell	43 -3	-7%	-$223	﹤0.01%	1151
2025 Q2	$3.08K	Hold	46	–	–	﹤0.01%	1188
2025 Q1	$3.26K	Hold	46	–	–	﹤0.01%	1107
2024 Q4	$3.54K	Sell	46 -14	-23%	-$1.28K	﹤0.01%	1099
2024 Q3	$6.15K	Sell	60 -38	-39%	-$3.59K	﹤0.01%	829
2024 Q2	$7.93K	Hold	98	–	–	﹤0.01%	699
2024 Q1	$8.6K	Hold	98	–	–	﹤0.01%	655
2023 Q4	$8.54K	Sell	98 -8	-8%	-$552	﹤0.01%	624
2023 Q3	$6.49K	Buy	106 +32	+43%	+$2.2K	﹤0.01%	685
2023 Q2	$5.26K	Sell	74 -8	-10%	-$502	﹤0.01%	798
2023 Q1	$4.79K	Hold	82	–	–	﹤0.01%	809
2022 Q4	$3.78K	Buy	82 +62	+310%	+$2.51K	﹤0.01%	956
2022 Q3	$1K	Buy	20 +12	+150%	+$486	﹤0.01%	1489
2022 Q2	$0	Buy	+8	New	+$319	﹤0.01%	1793
2021 Q4	$0	Buy	+8	New	+$446	﹤0.01%	1890

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

Bell Investment Advisors's MTH Position: Q1 2026 in Review

Bell Investment Advisors reduced its Meritage Homes (MTH) stake by 27% in Q1 2026, selling an estimated $2.4K and leaving 92 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Bell Investment Advisors first reported a position in MTH in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.6K in Q1 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Bell Investment Advisors held 92 shares of Meritage Homes worth $5.69K as of Q1 2026.
Bell Investment Advisors sold 34 Meritage Homes shares in Q1 2026, an estimated $2.4K.
Meritage Homes made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #908 holding.
Bell Investment Advisors first reported a position in Meritage Homes in Q4 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Meritage Homes position peaked at $8.6K in Q1 2024.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.