Creative Planning
MTH icon

Creative Planning’s Meritage Homes MTH Stock Holding History

Creative Planning’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 		$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

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

Creative Planning's MTH Position: Q1 2026 in Review

Creative Planning increased its Meritage Homes (MTH) stake by 7% in Q1 2026, buying an estimated $235K and bringing the position to 51,018 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Creative Planning first reported a position in MTH in Q2 2014 and has held it in 24 quarters since. The position peaked at $3.2M in Q3 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Creative Planning held 51,018 shares of Meritage Homes worth $3.15M as of Q1 2026.
  • Creative Planning bought 3,324 Meritage Homes shares in Q1 2026, an estimated $235K.
  • Meritage Homes made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1540 holding.
  • Creative Planning first reported a position in Meritage Homes in Q2 2014 and has held it in 24 quarters since.
  • Creative Planning's Meritage Homes position peaked at $3.2M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.