Cerity Partners’s Meritage Homes MTH Stock Holding History

Cerity Partners’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	$608K	Sell	9,826 -1,216	-11%	-$85.9K	﹤0.01%	2163
2025 Q4	$727K	Sell	11,042 -263	-2%	-$18.2K	﹤0.01%	1866
2025 Q3	$819K	Buy	11,305 +5,230	+86%	+$389K	﹤0.01%	1701
2025 Q2	$407K	Buy	+6,075	New	+$403K	﹤0.01%	1983
2025 Q1	–	Sell	-3,382	Closed	-$346K	–	2568
2024 Q4	$346K	Sell	3,382 -3,350	-50%	-$306K	﹤0.01%	1967
2024 Q3	$690K	Buy	6,732 +2,792	+71%	+$264K	﹤0.01%	1604
2024 Q2	$319K	Sell	3,940 -1,648	-29%	-$139K	﹤0.01%	1783
2024 Q1	$490K	Buy	5,588 +2,958	+112%	+$239K	﹤0.01%	1606
2023 Q4	$229K	Buy	+2,630	New	+$181K	﹤0.01%	1663
2023 Q3	–	Sell	-74,880	Closed	-$5.33M	–	1603
2023 Q2	$5.33M	Buy	+74,880	New	+$4.7M	0.02%	481

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cerity Partners's MTH Position: Q1 2026 in Review

Cerity Partners reduced its Meritage Homes (MTH) stake by 11% in Q1 2026, selling an estimated $85.9K and leaving 9,826 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Cerity Partners first reported a position in MTH in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q2 2023. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Cerity Partners held 9,826 shares of Meritage Homes worth $608K as of Q1 2026.
Cerity Partners sold 1,216 Meritage Homes shares in Q1 2026, an estimated $85.9K.
Meritage Homes made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2163 holding.
Cerity Partners first reported a position in Meritage Homes in Q2 2023 and has held it in 10 quarters since.
Cerity Partners's Meritage Homes position peaked at $5.33M in Q2 2023.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.