Corient Private Wealth
MTH icon

Corient Private Wealth’s Meritage Homes MTH Stock Holding History

Corient Private Wealth’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 		$250K Sell
4,056
-7,527
-65% -$532K ﹤0.01% 2425
2025
Q4 		$762K Buy
11,583
+7,920
+216% +$548K ﹤0.01% 2046
2025
Q3 		$265K Sell
3,663
-3,085
-46% -$229K ﹤0.01% 2194
2025
Q2 		$452K Buy
6,748
+3,415
+102% +$226K ﹤0.01% 1758
2025
Q1 		$236K Buy
3,333
+487
+17% +$36.6K ﹤0.01% 1977
2024
Q4 		$219K Buy
2,846
+840
+42% +$76.6K ﹤0.01% 2068
2024
Q3 		$206K Buy
+2,006
New +$189K ﹤0.01% 2208

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Corient Private Wealth's MTH Position: Q1 2026 in Review

Corient Private Wealth reduced its Meritage Homes (MTH) stake by 65% in Q1 2026, selling an estimated $532K and leaving 4,056 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Corient Private Wealth first reported a position in MTH in Q3 2024 and has held it in 7 quarters since. The position peaked at $762K in Q4 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Corient Private Wealth held 4,056 shares of Meritage Homes worth $250K as of Q1 2026.
  • Corient Private Wealth sold 7,527 Meritage Homes shares in Q1 2026, an estimated $532K.
  • Meritage Homes made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2425 holding.
  • Corient Private Wealth first reported a position in Meritage Homes in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Meritage Homes position peaked at $762K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.