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Empowered Funds’s Meritage Homes MTH Stock Holding History

Empowered Funds’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 		$2.21M Sell
26,316
-31,788
-55% -$2.17M 0.01% 1143
2026
Q1 		$3.59M Buy
58,104
+28,964
+99% +$2.05M 0.02% 791
2025
Q4 		$1.92M Buy
29,140
+8,993
+45% +$623K 0.03% 493
2025
Q3 		$1.46M Sell
20,147
-4,308
-18% -$320K 0.01% 1052
2025
Q2 		$1.64M Sell
24,455
-8,516
-26% -$564K 0.02% 912
2025
Q1 		$2.34M Buy
32,971
+1,715
+5% +$129K 0.03% 674
2024
Q4 		$2.4M Buy
31,256
+1,256
+4% +$115K 0.04% 652
2024
Q3 		$3.08M Sell
30,000
-52,412
-64% -$4.95M 0.05% 516
2024
Q2 		$6.67M Buy
82,412
+52,022
+171% +$4.38M 0.12% 229
2024
Q1 		$2.67M Sell
30,390
-148,424
-83% -$12M 0.05% 511
2023
Q4 		$15.6M Sell
178,814
-19,724
-10% -$1.36M 0.39% 26
2023
Q3 		$12.1M Buy
198,538
+141,512
+248% +$9.73M 0.36% 33
2023
Q2 		$4.06M Buy
57,026
+38,400
+206% +$2.41M 0.14% 183
2023
Q1 		$1.09M Buy
+18,626
New +$1M 0.06% 276
2021
Q3 		– Sell
-82,414
Closed -$3.88M – 263
2021
Q2 		$3.88M Buy
82,414
+19,236
+30% +$971K 0.49% 78
2021
Q1 		$2.62M Hold
63,178
– – 0.5% 71
2020
Q4 		$2.62M Buy
+63,178
New +$2.99M 0.5% 71

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empowered Funds's MTH Position: Q2 2026 in Review

Empowered Funds reduced its Meritage Homes (MTH) stake by 55% in Q2 2026, selling an estimated $2.17M and leaving 26,316 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1143.

Empowered Funds first reported a position in MTH in Q4 2020 and has held it in 17 quarters since. The position peaked at $15.6M in Q4 2023. 400 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Empowered Funds held 26,316 shares of Meritage Homes worth $2.21M as of Q2 2026.
  • Empowered Funds sold 31,788 Meritage Homes shares in Q2 2026, an estimated $2.17M.
  • Meritage Homes made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1143 holding.
  • Empowered Funds first reported a position in Meritage Homes in Q4 2020 and has held it in 17 quarters since.
  • Empowered Funds's Meritage Homes position peaked at $15.6M in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.