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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Meritage Homes MTH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q3 		– Sell
-25
Closed -$1.67K – 562
2025
Q2 		$1.67K Buy
+25
New +$1.66K ﹤0.01% 436

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MTH Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Meritage Homes (MTH) in Q3 2025, closing a stake of 25 shares — an estimated $1.67K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MTH in Q2 2025 and held it in 1 quarter. The position peaked at $1.67K in Q2 2025. 408 funds tracked by Wall St. Rank hold MTH as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Meritage Homes position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 25 Meritage Homes shares in Q3 2025, an estimated $1.67K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Meritage Homes in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Meritage Homes position peaked at $1.67K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.