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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 $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

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.