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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
2024
Q4 		– Sell
-31,610
Closed -$2.68M – 20
2024
Q3 		$2.68M Buy
31,610
+14,892
+89% +$1.41M 6.15% 8
2024
Q2 		$1.15M Buy
+16,718
New +$1.41M 3.59% 12

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fulcrum Asset Management's MTH Position: Q1 2026 in Review

Fulcrum Asset Management held its Meritage Homes (MTH) position steady in Q1 2026 at 311 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Fulcrum Asset Management first reported a position in MTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.5K in Q3 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Fulcrum Asset Management held 311 shares of Meritage Homes worth $18.7K as of Q1 2026.
  • Fulcrum Asset Management left its Meritage Homes share count unchanged in Q1 2026.
  • Meritage Homes made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #213 holding.
  • Fulcrum Asset Management first reported a position in Meritage Homes in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Meritage Homes position peaked at $22.5K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.