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Gladstone Institutional Advisory’s Meritage Homes MTH Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-5,798
Closed -$420K – 830
2025
Q3 		$420K Buy
5,798
+1,064
+22% +$79.1K 0.02% 565
2025
Q2 		$317K Buy
4,734
+51
+1% +$3.38K 0.01% 595
2025
Q1 		$332K Sell
4,683
-153
-3% -$11.5K 0.02% 560
2024
Q4 		$372K Buy
+4,836
New +$441K 0.02% 538

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Gladstone Institutional Advisory's MTH Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 5,798 shares — an estimated $420K sold.

Gladstone Institutional Advisory first reported a position in MTH in Q4 2024 and held it in 4 quarters. The position peaked at $420K in Q3 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,798 Meritage Homes shares in Q4 2025, an estimated $420K.
  • Gladstone Institutional Advisory first reported a position in Meritage Homes in Q4 2024 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Meritage Homes position peaked at $420K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.