CWM
MTH icon

Centric Wealth Management’s Meritage Homes MTH Stock Holding History

Centric Wealth Management’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 		$580K Sell
9,202
-1,502
-14% -$106K 0.12% 119
2025
Q4 		$751K Sell
10,704
-2,290
-18% -$159K 0.16% 104
2025
Q3 		$878K Sell
12,994
-2,324
-15% -$173K 0.2% 95
2025
Q2 		$1.11M Sell
15,318
-2,466
-14% -$163K 0.26% 83
2025
Q1 		$1.26M Sell
17,784
-5,544
-24% -$417K 0.33% 80
2024
Q4 		$1.79M Sell
23,328
-20,614
-47% -$1.88M 0.48% 62
2024
Q3 		$4.1M Sell
43,942
-336
-0.8% -$31.7K 1.09% 23
2024
Q2 		$4.43M Buy
44,278
+2,786
+7% +$234K 1.28% 20
2024
Q1 		$3.44M Sell
41,492
-4,222
-9% -$342K 1.09% 25
2023
Q4 		$3.47M Buy
+45,714
New +$3.15M 1.14% 23

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