Fulcrum Asset Management’s Meritage Homes MTH Stock Holding History

Fulcrum Asset 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	$32.8K	Buy	389 +78	+25%	+$5.33K	﹤0.01%	588
2026 Q1	$18.7K	Hold	311	–	–	﹤0.01%	213
2025 Q4	$20.6K	Hold	311	–	–	0.01%	175
2025 Q3	$22.5K	Hold	311	–	–	0.01%	169
2025 Q2	$20.8K	Buy	+311	New	+$20.6K	0.01%	178
2022 Q1	–	Hold	0	–	–	–	146
2021 Q4	–	Hold	0	–	–	–	146
2021 Q3	–	Hold	0	–	–	–	147
2020 Q3	–	Hold	0	–	–	–	91

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fulcrum Asset Management's MTH Position: Q2 2026 in Review

Fulcrum Asset Management increased its Meritage Homes (MTH) stake by 25% in Q2 2026, buying an estimated $5.33K and bringing the position to 389 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Fulcrum Asset Management first reported a position in MTH in Q2 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Fulcrum Asset Management held 389 shares of Meritage Homes worth $32.8K as of Q2 2026.
Fulcrum Asset Management bought 78 Meritage Homes shares in Q2 2026, an estimated $5.33K.
Meritage Homes made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #588 holding.
Fulcrum Asset Management first reported a position in Meritage Homes in Q2 2025 and has held it in 5 quarters since.
402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.