Evergreen Capital Management
MTH icon

Evergreen Capital Management’s Meritage Homes MTH Stock Holding History

Evergreen Capital Management’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
Q3 		$867K Buy
13,798
+105
+0.8% +$7.42K 0.02% 580
2026
Q2 		$1.15M Buy
13,693
+4,895
+56% +$334K 0.02% 484
2026
Q1 		$544K Buy
8,798
+3,286
+60% +$232K 0.01% 740
2025
Q4 		$363K Sell
5,512
-2,122
-28% -$147K 0.01% 926
2025
Q3 		$553K Buy
7,634
+1,880
+33% +$140K 0.01% 615
2025
Q2 		$385K Sell
5,754
-351
-6% -$23.3K 0.01% 675
2025
Q1 		$433K Buy
6,105
+477
+8% +$35.8K 0.01% 565
2024
Q4 		$433K Sell
5,628
-346
-6% -$31.6K 0.01% 564
2024
Q3 		$613K Sell
5,974
-948
-14% -$89.5K 0.02% 442
2024
Q2 		$560K Buy
6,922
+1,634
+31% +$137K 0.02% 439
2024
Q1 		$464K Buy
5,288
+84
+2% +$6.8K 0.02% 468
2023
Q4 		$453K Buy
5,204
+444
+9% +$30.6K 0.02% 447
2023
Q3 		$291K Buy
4,760
+154
+3% +$10.6K 0.01% 560
2023
Q2 		$328K Buy
4,606
+212
+5% +$13.3K 0.01% 525
2023
Q1 		$257K Buy
+4,394
New +$236K 0.01% 565

Other funds holding MTH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Evergreen Capital Management's MTH Position: Q3 2026 in Review

Evergreen Capital Management increased its Meritage Homes (MTH) stake by 0.77% in Q3 2026, buying an estimated $7.42K and bringing the position to 13,798 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #580.

Evergreen Capital Management first reported a position in MTH in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2026. 308 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • Evergreen Capital Management held 13,798 shares of Meritage Homes worth $867K as of Q3 2026.
  • Evergreen Capital Management bought 105 Meritage Homes shares in Q3 2026, an estimated $7.42K.
  • Meritage Homes made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #580 holding.
  • Evergreen Capital Management first reported a position in Meritage Homes in Q1 2023 and has held it in 15 quarters since.
  • Evergreen Capital Management's Meritage Homes position peaked at $1.15M in Q2 2026.
  • 308 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.