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Burney Company’s Meritage Homes MTH Stock Holding History

Burney Company’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 		– Sell
-5,545
Closed -$365K – 622
2025
Q4 		$365K Sell
5,545
-750
-12% -$51.9K 0.01% 497
2025
Q3 		$456K Sell
6,295
-2,505
-28% -$186K 0.01% 432
2025
Q2 		$589K Sell
8,800
-5,661
-39% -$375K 0.02% 382
2025
Q1 		$1.02M Sell
14,461
-7,047
-33% -$530K 0.04% 307
2024
Q4 		$1.65M Sell
21,508
-83,244
-79% -$7.6M 0.06% 242
2024
Q3 		$10.7M Buy
104,752
+57,128
+120% +$5.39M 0.38% 71
2024
Q2 		$3.85M Buy
47,624
+38,108
+400% +$3.21M 0.15% 163
2024
Q1 		$835K Sell
9,516
-556
-6% -$45K 0.03% 355
2023
Q4 		$877K Sell
10,072
-636
-6% -$43.8K 0.04% 344
2023
Q3 		$655K Sell
10,708
-106
-1% -$7.29K 0.03% 366
2023
Q2 		$769K Sell
10,814
-25,138
-70% -$1.58M 0.04% 344
2023
Q1 		$2.1M Buy
35,952
+19,906
+124% +$1.07M 0.1% 216
2022
Q4 		$740K Sell
16,046
-4,978
-24% -$201K 0.04% 340
2022
Q3 		$739K Sell
21,024
-3,440
-14% -$139K 0.04% 349
2022
Q2 		$887K Sell
24,464
-424
-2% -$16.9K 0.05% 323
2022
Q1 		$986K Sell
24,888
-8,624
-26% -$421K 0.05% 330
2021
Q4 		$2.04M Sell
33,512
-814
-2% -$45.4K 0.09% 238
2021
Q3 		$1.67M Buy
34,326
+1,394
+4% +$71.8K 0.08% 243
2021
Q2 		$1.55M Buy
32,932
+318
+1% +$16.1K 0.07% 264
2021
Q1 		$1.5M Buy
32,614
+6,642
+26% +$288K 0.07% 259
2020
Q4 		$1.08M Sell
25,972
-27,838
-52% -$1.32M 0.06% 281
2020
Q3 		$2.97M Sell
53,810
-5,358
-9% -$257K 0.18% 158
2020
Q2 		$2.25M Buy
+59,168
New +$1.75M 0.15% 175

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

Burney Company's MTH Position: Q1 2026 in Review

Burney Company sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 5,545 shares — an estimated $365K sold.

Burney Company first reported a position in MTH in Q2 2020 and held it in 23 quarters. The position peaked at $10.7M in Q3 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Burney Company reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 5,545 Meritage Homes shares in Q1 2026, an estimated $365K.
  • Burney Company first reported a position in Meritage Homes in Q2 2020 and held it in 23 quarters.
  • Burney Company's Meritage Homes position peaked at $10.7M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.