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EverSource Wealth Advisors’s Meritage Homes MTH Stock Holding History

EverSource Wealth Advisors’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 		$42.7K Sell
509
-440
-46% -$30.1K ﹤0.01% 1880
2026
Q1 		$58.7K Buy
949
+157
+20% +$11.1K ﹤0.01% 1776
2025
Q4 		$52.1K Buy
792
+20
+3% +$1.39K ﹤0.01% 1721
2025
Q3 		$55.9K Buy
772
+73
+10% +$5.42K ﹤0.01% 1620
2025
Q2 		$46.8K Buy
699
+462
+195% +$30.6K ﹤0.01% 1659
2025
Q1 		$16.8K Buy
237
+21
+10% +$1.58K ﹤0.01% 1796
2024
Q4 		$16.6K Sell
216
-168
-44% -$15.3K ﹤0.01% 1729
2024
Q3 		$39.4K Sell
384
-490
-56% -$46.3K ﹤0.01% 1164
2024
Q2 		$88.7K Buy
874
+22
+3% +$1.85K 0.01% 845
2024
Q1 		$70.6K Sell
852
-48
-5% -$3.88K 0.01% 845
2023
Q4 		$78.4K Buy
900
+102
+13% +$7.03K 0.01% 731
2023
Q3 		$48.8K Sell
798
-6
-0.7% -$412 0.01% 817
2023
Q2 		$57.2K Buy
804
+18
+2% +$1.13K 0.01% 790
2023
Q1 		$45.9K Buy
786
+212
+37% +$11.4K 0.01% 819
2022
Q4 		$26.5K Sell
574
-982
-63% -$39.7K ﹤0.01% 980
2022
Q3 		$55K Sell
1,556
-292
-16% -$11.8K 0.01% 613
2022
Q2 		$67K Buy
1,848
+1,600
+645% +$63.9K 0.02% 515
2022
Q1 		$10K Buy
+248
New +$12.1K ﹤0.01% 974

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's MTH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Meritage Homes (MTH) stake by 46% in Q2 2026, selling an estimated $30.1K and leaving 509 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

EverSource Wealth Advisors first reported a position in MTH in Q1 2022 and has held it in 18 quarters since. The position peaked at $88.7K in Q2 2024. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • EverSource Wealth Advisors held 509 shares of Meritage Homes worth $42.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 440 Meritage Homes shares in Q2 2026, an estimated $30.1K.
  • Meritage Homes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1880 holding.
  • EverSource Wealth Advisors first reported a position in Meritage Homes in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Meritage Homes position peaked at $88.7K in Q2 2024.
  • 401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.