CWC
MTH icon

Carolinas Wealth Consulting’s Meritage Homes MTH Stock Holding History

Carolinas Wealth Consulting’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
-34
Closed -$2.41K – 604
2025
Q1 		$2.41K Hold
34
– – ﹤0.01% 762
2024
Q4 		$2.62K Sell
34
-4
-11% -$365 ﹤0.01% 774
2024
Q3 		$3.9K Hold
38
– – ﹤0.01% 698
2024
Q2 		$3.08K Sell
38
-4
-10% -$337 ﹤0.01% 725
2024
Q1 		$3.7K Sell
42
-2
-5% -$162 ﹤0.01% 694
2023
Q4 		$3.83K Sell
44
-2
-4% -$138 ﹤0.01% 658
2023
Q3 		$2.62K Hold
46
– – ﹤0.01% 708
2023
Q2 		$3.27K Sell
46
-30
-39% -$1.88K ﹤0.01% 745
2023
Q1 		$4.44K Hold
76
– – ﹤0.01% 708
2022
Q4 		$3.5K Sell
76
-26
-25% -$1.05K ﹤0.01% 740
2022
Q3 		$4K Hold
102
– – ﹤0.01% 684
2022
Q2 		$4K Buy
102
+28
+38% +$1.12K ﹤0.01% 686
2022
Q1 		$3K Hold
74
– – ﹤0.01% 765
2021
Q4 		$5K Sell
74
-2
-3% -$112 ﹤0.01% 712
2021
Q3 		$4K Hold
76
– – ﹤0.01% 707
2021
Q2 		$4K Hold
76
– – ﹤0.01% 733
2021
Q1 		$3K Sell
76
-2
-3% -$87 ﹤0.01% 775
2020
Q4 		$3K Sell
78
-16
-17% -$756 ﹤0.01% 705
2020
Q3 		$5K Buy
+94
New +$4.5K ﹤0.01% 570

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 $8.66B AUM 17.37% 1-Year Est. Return

Carolinas Wealth Consulting's MTH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Meritage Homes (MTH) in Q2 2025, closing a stake of 34 shares — an estimated $2.41K sold.

Carolinas Wealth Consulting first reported a position in MTH in Q3 2020 and held it in 19 quarters. The position peaked at $5K in Q4 2021. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Meritage Homes position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34 Meritage Homes shares in Q2 2025, an estimated $2.41K.
  • Carolinas Wealth Consulting first reported a position in Meritage Homes in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Meritage Homes position peaked at $5K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.