Covestor’s Meritage Homes MTH Stock Holding History

Covestor’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	$81K	Sell	1,308 -1,606	-55%	-$114K	0.06%	390
2025 Q4	$192K	Buy	2,914 +469	+19%	+$32.5K	0.1%	240
2025 Q3	$177K	Sell	2,445 -1,075	-31%	-$79.9K	0.1%	260
2025 Q2	$236K	Buy	3,520 +279	+9%	+$18.5K	0.14%	122
2025 Q1	$230K	Buy	3,241 +2,013	+164%	+$151K	0.15%	113
2024 Q4	$95K	Buy	1,228 +92	+8%	+$8.39K	0.06%	560
2024 Q3	$116K	Sell	1,136 -62	-5%	-$5.85K	0.07%	444
2024 Q2	$97K	Sell	1,198 -206	-15%	-$17.3K	0.06%	506
2024 Q1	$123K	Sell	1,404 -1,904	-58%	-$154K	0.08%	392
2023 Q4	$288K	Buy	3,308 +558	+20%	+$38.5K	0.2%	49
2023 Q3	$168K	Sell	2,750 -326	-11%	-$22.4K	0.13%	172
2023 Q2	$219K	Sell	3,076 -258	-8%	-$16.2K	0.17%	91
2023 Q1	$195K	Sell	3,334 -942	-22%	-$50.7K	0.17%	113
2022 Q4	$197K	Buy	4,276 +1,540	+56%	+$62.3K	0.16%	118
2022 Q3	$96K	Sell	2,736 -378	-12%	-$15.3K	0.08%	374
2022 Q2	$113K	Buy	3,114 +440	+16%	+$17.6K	0.09%	351
2022 Q1	$106K	Buy	2,674 +1,390	+108%	+$67.9K	0.07%	470
2021 Q4	$78K	Buy	+1,284	New	+$71.7K	0.11%	285

Other funds holding MTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return