InceptionR’s Meritage Homes MTH Stock Holding History

InceptionR’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 Q2	–	Sell	-2,826	Closed	-$200K	–	780
2025 Q1	$200K	Buy	+2,826	New	+$212K	0.06%	474
2023 Q3	–	Sell	-3,226	Closed	-$229K	–	513
2023 Q2	$229K	Buy	+3,226	New	+$202K	0.12%	337

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

InceptionR's MTH Position: Q2 2025 in Review

InceptionR sold out of Meritage Homes (MTH) in Q2 2025, closing a stake of 2,826 shares — an estimated $200K sold.

InceptionR first reported a position in MTH in Q2 2023 and held it in 2 quarters. The position peaked at $229K in Q2 2023. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

InceptionR reported no remaining Meritage Homes position as of Q2 2025 after selling out during the quarter.
InceptionR sold 2,826 Meritage Homes shares in Q2 2025, an estimated $200K.
InceptionR first reported a position in Meritage Homes in Q2 2023 and held it in 2 quarters.
InceptionR's Meritage Homes position peaked at $229K in Q2 2023.
393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.