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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
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 $6.73T 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

Evergreen Capital Management's MTH Position: Q2 2026 in Review

Evergreen Capital Management increased its Meritage Homes (MTH) stake by 56% in Q2 2026, buying an estimated $334K and bringing the position to 13,693 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #484.

Evergreen Capital Management first reported a position in MTH in Q1 2023 and has held it in 14 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Evergreen Capital Management held 13,693 shares of Meritage Homes worth $1.15M as of Q2 2026.
  • Evergreen Capital Management bought 4,895 Meritage Homes shares in Q2 2026, an estimated $334K.
  • Meritage Homes made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #484 holding.
  • Evergreen Capital Management first reported a position in Meritage Homes in Q1 2023 and has held it in 14 quarters since.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.