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Cornerstone Planning Group’s Meritage Homes MTH Stock Holding History

Cornerstone Planning Group’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 		$590 Sell
8
-1
-11% -$68 ﹤0.01% 1648
2026
Q1 		$521 Sell
9
-5
-36% -$353 ﹤0.01% 1635
2025
Q4 		$972 Hold
14
– – ﹤0.01% 1352
2025
Q3 		$945 Hold
14
– – ﹤0.01% 1326
2025
Q2 		$1.03K Buy
14
+6
+75% +$398 ﹤0.01% 1105
2025
Q1 		$546 Buy
+8
New +$601 ﹤0.01% 1274

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's MTH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Meritage Homes (MTH) stake by 11% in Q2 2026, selling an estimated $68 and leaving 8 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Cornerstone Planning Group first reported a position in MTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03K in Q2 2025. 183 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Meritage Homes worth $590 as of Q2 2026.
  • Cornerstone Planning Group sold 1 Meritage Homes share in Q2 2026, an estimated $68.
  • Meritage Homes made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1648 holding.
  • Cornerstone Planning Group first reported a position in Meritage Homes in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Meritage Homes position peaked at $1.03K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.