Capstone Investment Advisors
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Capstone Investment Advisors’s Meritage Homes MTH Stock Holding History

Capstone 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
2025
Q4 		– Sell
-20,670
Closed -$1.5M – 1901
2025
Q3 		$1.5M Buy
+20,670
New +$1.54M ﹤0.01% 875
2025
Q2 		– Sell
-157,915
Closed -$11.2M – 1691
2025
Q1 		$11.2M Buy
+157,915
New +$11.9M 0.03% 268
2024
Q3 		– Sell
-3,022
Closed -$245K – 2099
2024
Q2 		$245K Buy
+3,022
New +$254K ﹤0.01% 1687
2024
Q1 		– Sell
-4,804
Closed -$418K – 2472
2023
Q4 		$418K Sell
4,804
-2,488
-34% -$172K ﹤0.01% 1426
2023
Q3 		$446K Buy
+7,292
New +$501K ﹤0.01% 1380

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capstone Investment Advisors's MTH Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 20,670 shares — an estimated $1.5M sold.

Capstone Investment Advisors first reported a position in MTH in Q3 2023 and held it in 5 quarters. The position peaked at $11.2M in Q1 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 20,670 Meritage Homes shares in Q4 2025, an estimated $1.5M.
  • Capstone Investment Advisors first reported a position in Meritage Homes in Q3 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Meritage Homes position peaked at $11.2M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.