CFC Planning Company’s Meritage Homes MTH Stock Holding History

CFC Planning Company’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 Q2	–	Sell	-3,532	Closed	-$218K	–	83
2026 Q1	$218K	Buy	+3,532	New	+$250K	0.16%	68

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFC Planning Company's MTH Position: Q2 2026 in Review

CFC Planning Company sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 3,532 shares — an estimated $218K sold.

CFC Planning Company first reported a position in MTH in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

CFC Planning Company reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
CFC Planning Company sold 3,532 Meritage Homes shares in Q2 2026, an estimated $218K.
CFC Planning Company first reported a position in Meritage Homes in Q1 2026 and held it in 1 quarter.
CFC Planning Company's Meritage Homes position peaked at $218K in Q1 2026.
401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.