CAM
MTH icon

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
Q3 		$2.41M Buy
38,296
+6,793
+22% +$480K 0.02% 291
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Congress Asset Management's MTH Position: Q3 2026 in Review

Congress Asset Management increased its Meritage Homes (MTH) stake by 22% in Q3 2026, buying an estimated $480K and bringing the position to 38,296 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #291.

Congress Asset Management first reported a position in MTH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.64M in Q2 2026. 8 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • Congress Asset Management held 38,296 shares of Meritage Homes worth $2.41M as of Q3 2026.
  • Congress Asset Management bought 6,793 Meritage Homes shares in Q3 2026, an estimated $480K.
  • Meritage Homes made up 0.02% of Congress Asset Management's portfolio in Q3 2026, its #291 holding.
  • Congress Asset Management first reported a position in Meritage Homes in Q3 2024 and has held it in 9 quarters since.
  • Congress Asset Management's Meritage Homes position peaked at $2.64M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.