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Bruce G. Allen Investments’s Meritage Homes MTH Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-10
Closed -$709 – 1117
2025
Q1 		$709 Hold
10
– – ﹤0.01% 870
2024
Q4 		$769 Hold
10
– – ﹤0.01% 874
2024
Q3 		$1.02K Buy
+10
New +$944 ﹤0.01% 817
2024
Q1 		– Sell
-48
Closed -$4.18K – 1010
2023
Q4 		$4.18K Buy
+48
New +$3.31K ﹤0.01% 618

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 $6.07B AUM 11.2% 1-Year Est. Return

Bruce G. Allen Investments's MTH Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Meritage Homes (MTH) in Q2 2025, closing a stake of 10 shares — an estimated $709 sold.

Bruce G. Allen Investments first reported a position in MTH in Q4 2023 and held it in 4 quarters. The position peaked at $4.18K in Q4 2023. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Meritage Homes position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 10 Meritage Homes shares in Q2 2025, an estimated $709.
  • Bruce G. Allen Investments first reported a position in Meritage Homes in Q4 2023 and held it in 4 quarters.
  • Bruce G. Allen Investments's Meritage Homes position peaked at $4.18K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.