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HighMark Wealth Management’s Meritage Homes MTH Stock Holding History

HighMark Wealth 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
Q1 		– Sell
-92
Closed -$6.05K – 587
2025
Q4 		$6.05K Buy
92
+23
+33% +$1.59K ﹤0.01% 380
2025
Q3 		$5K Sell
69
-12
-15% -$892 ﹤0.01% 394
2025
Q2 		$5.42K Buy
81
+11
+16% +$729 ﹤0.01% 384
2025
Q1 		$4.96K Buy
70
+38
+119% +$2.86K ﹤0.01% 375
2024
Q4 		$2.46K Buy
+32
New +$2.92K ﹤0.01% 445

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HighMark Wealth Management's MTH Position: Q1 2026 in Review

HighMark Wealth Management sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 92 shares — an estimated $6.05K sold.

HighMark Wealth Management first reported a position in MTH in Q4 2024 and held it in 5 quarters. The position peaked at $6.05K in Q4 2025. 411 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • HighMark Wealth Management reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 92 Meritage Homes shares in Q1 2026, an estimated $6.05K.
  • HighMark Wealth Management first reported a position in Meritage Homes in Q4 2024 and held it in 5 quarters.
  • HighMark Wealth Management's Meritage Homes position peaked at $6.05K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.