Carson Wealth (CWM LLC)
MTH icon

Carson Wealth (CWM LLC)’s Meritage Homes MTH Stock Holding History

Carson Wealth (CWM LLC)’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 		$380K Buy
6,145
+1,764
+40% +$125K ﹤0.01% 2225
2025
Q4 		$288K Sell
4,381
-645
-13% -$44.7K ﹤0.01% 2288
2025
Q3 		$364K Buy
5,026
+458
+10% +$34K ﹤0.01% 1981
2025
Q2 		$306K Buy
4,568
+3,460
+312% +$229K ﹤0.01% 1851
2025
Q1 		$79K Buy
1,108
+276
+33% +$20.7K ﹤0.01% 2616
2024
Q4 		$64K Sell
832
-34
-4% -$3.1K ﹤0.01% 2607
2024
Q3 		$89K Buy
866
+116
+15% +$11K ﹤0.01% 2275
2024
Q2 		$61K Buy
750
+84
+13% +$7.07K ﹤0.01% 2333
2024
Q1 		$58K Buy
666
+4
+0.6% +$324 ﹤0.01% 2207
2023
Q4 		$58K Buy
662
+6
+0.9% +$414 ﹤0.01% 2081
2023
Q3 		$40K Sell
656
-106
-14% -$7.29K ﹤0.01% 2208
2023
Q2 		$54K Sell
762
-106
-12% -$6.65K ﹤0.01% 1924
2023
Q1 		$51K Buy
868
+118
+16% +$6.35K ﹤0.01% 1863
2022
Q4 		$35K Buy
750
+92
+14% +$3.72K ﹤0.01% 1979
2022
Q3 		$23K Buy
658
+290
+79% +$11.7K ﹤0.01% 2141
2022
Q2 		$13K Sell
368
-60
-14% -$2.4K ﹤0.01% 2427
2022
Q1 		$17K Buy
428
+180
+73% +$8.79K ﹤0.01% 2184
2021
Q4 		$15K Buy
+248
New +$13.8K ﹤0.01% 2137
2021
Q2 		$1K Hold
16
– – ﹤0.01% 2827
2021
Q1 		$1K Hold
16
– – ﹤0.01% 2827
2020
Q4 		$1K Hold
16
– – ﹤0.01% 2827
2020
Q3 		$1K Hold
16
– – ﹤0.01% 2826
2020
Q2 		$1K Hold
16
– – ﹤0.01% 2826
2020
Q1 		$1K Hold
16
– – ﹤0.01% 2825
2019
Q4 		$1K Hold
16
– – ﹤0.01% 2825
2019
Q3 		$1K Hold
16
– – ﹤0.01% 2825
2019
Q2 		$1K Hold
16
– – ﹤0.01% 2825
2019
Q1 		$1K Buy
+16
New +$342 ﹤0.01% 2824
2018
Q1 		– Sell
-128
Closed -$3K – 1494
2017
Q4 		$3K Hold
128
– – ﹤0.01% 1210
2017
Q3 		$3K Buy
+128
New +$2.67K ﹤0.01% 1211

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MTH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Meritage Homes (MTH) stake by 40% in Q1 2026, buying an estimated $125K and bringing the position to 6,145 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Carson Wealth (CWM LLC) first reported a position in MTH in Q3 2017 and has held it in 30 quarters since. 411 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,145 shares of Meritage Homes worth $380K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,764 Meritage Homes shares in Q1 2026, an estimated $125K.
  • Meritage Homes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2225 holding.
  • Carson Wealth (CWM LLC) first reported a position in Meritage Homes in Q3 2017 and has held it in 30 quarters since.
  • 411 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.