Congress Asset Management’s Meritage Homes MTH Stock Holding History

Congress Asset 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 Q2	$2.64M	Buy	31,503 +323	+1%	+$22.1K	0.02%	278
2026 Q1	$1.93M	Buy	31,180 +4,147	+15%	+$293K	0.01%	307
2025 Q4	$1.78M	Buy	27,033 +836	+3%	+$57.9K	0.01%	285
2025 Q3	$1.9M	Buy	26,197 +122	+0.5%	+$9.06K	0.01%	287
2025 Q2	$1.75M	Sell	26,075 -104	-0.4%	-$6.89K	0.01%	293
2025 Q1	$1.86M	Sell	26,179 -235	-0.9%	-$17.7K	0.01%	278
2024 Q4	$2.03M	Buy	26,414 +2,398	+10%	+$219K	0.01%	281
2024 Q3	$2.46M	Buy	+24,016	New	+$2.27M	0.02%	264

Other funds holding MTH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return