Clearstead Trust’s Meritage Homes MTH Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-34	Closed	-$2.46K	–	1337
2025 Q3	$2.46K	Hold	34	–	–	﹤0.01%	937
2025 Q2	$2.28K	Buy	+34	New	+$2.25K	﹤0.01%	915

Other funds holding MTH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Clearstead Trust's MTH Position: Q4 2025 in Review

Clearstead Trust sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 34 shares — an estimated $2.46K sold.

Clearstead Trust first reported a position in MTH in Q2 2025 and held it in 2 quarters. The position peaked at $2.46K in Q3 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

Clearstead Trust reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 34 Meritage Homes shares in Q4 2025, an estimated $2.46K.
Clearstead Trust first reported a position in Meritage Homes in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Meritage Homes position peaked at $2.46K in Q3 2025.
402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.