Creative Planning’s Meritage Homes MTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.73M | Buy |
116,078
+65,060
| +128% | +$4.44M | 0.01% | 907 |
|
|
2026
Q1 | $3.15M | Buy |
51,018
+3,324
| +7% | +$235K | ﹤0.01% | 1540 |
|
|
2025
Q4 | $3.14M | Buy |
47,694
+3,522
| +8% | +$244K | ﹤0.01% | 1360 |
|
|
2025
Q3 | $3.2M | Buy |
44,172
+13,872
| +46% | +$1.03M | ﹤0.01% | 1175 |
|
|
2025
Q2 | $2.03M | Sell |
30,300
-2,561
| -8% | -$170K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $2.33M | Buy |
32,861
+9,201
| +39% | +$691K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $1.82M | Sell |
23,660
-2,566
| -10% | -$234K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $2.69M | Buy |
26,226
+6,214
| +31% | +$587K | ﹤0.01% | 914 |
|
|
2024
Q2 | $1.62M | Buy |
20,012
+3,874
| +24% | +$326K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $1.42M | Buy |
16,138
+2,344
| +17% | +$190K | ﹤0.01% | 1124 |
|
|
2023
Q4 | $1.2M | Buy |
13,794
+3,746
| +37% | +$258K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $615K | Buy |
10,048
+342
| +4% | +$23.5K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $690K | Buy |
9,706
+1,526
| +19% | +$95.8K | ﹤0.01% | 1354 |
|
|
2023
Q1 | $478K | Buy |
8,180
+866
| +12% | +$46.6K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $337K | Buy |
+7,314
| New | +$296K | ﹤0.01% | 1652 |
|
|
2020
Q4 | – | Sell |
-4,558
| Closed | -$252K | – | 2422 |
|
|
2020
Q3 | $252K | Buy |
+4,558
| New | +$218K | ﹤0.01% | 1536 |
|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$30K | – | 3017 |
|
|
2017
Q2 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 2891 |
|
|
2017
Q1 | $26K | Hold |
1,400
| – | – | ﹤0.01% | 2950 |
|
|
2016
Q4 | $24K | Hold |
1,400
| – | – | ﹤0.01% | 2960 |
|
|
2016
Q3 | $24K | Buy |
+1,400
| New | +$25.4K | ﹤0.01% | 2932 |
|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$25K | – | 4453 |
|
|
2015
Q4 | $25K | Buy |
1,500
+600
| +67% | +$11K | ﹤0.01% | 2674 |
|
|
2015
Q3 | $16K | Buy |
+900
| New | +$19.4K | ﹤0.01% | 2903 |
|
|
2015
Q2 | – | Sell |
-1,036
| Closed | -$25K | – | 2296 |
|
|
2015
Q1 | $25K | Buy |
1,036
+136
| +15% | +$2.75K | ﹤0.01% | 2554 |
|
|
2014
Q4 | $16K | Buy |
+900
| New | +$16.4K | ﹤0.01% | 2817 |
|
|
2014
Q3 | – | Sell |
-2,650
| Closed | -$56K | – | 4101 |
|
|
2014
Q2 | $56K | Buy |
+2,650
| New | +$53.7K | ﹤0.01% | 1810 |
|
Other funds holding MTH
Creative Planning's MTH Position: Q2 2026 in Review
Creative Planning increased its Meritage Homes (MTH) stake by 128% in Q2 2026, buying an estimated $4.44M and bringing the position to 116,078 shares worth $9.73M. The position accounts for 0.01% of the portfolio, ranked #907.
Creative Planning first reported a position in MTH in Q2 2014 and has held it in 25 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.
- Creative Planning held 116,078 shares of Meritage Homes worth $9.73M as of Q2 2026.
- Creative Planning bought 65,060 Meritage Homes shares in Q2 2026, an estimated $4.44M.
- Meritage Homes made up 0.01% of Creative Planning's portfolio in Q2 2026, its #907 holding.
- Creative Planning first reported a position in Meritage Homes in Q2 2014 and has held it in 25 quarters since.
- 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.