EF
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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
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
2022
Q4 		– Hold
0
– – – 586
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 $5.7T 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 $121B AUM 33.93% 1-Year Est. Return