Janus Henderson Group
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Janus Henderson Group’s Meritage Homes MTH Stock Holding History

Janus Henderson Group’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 		$7.25M Sell
117,310
-17,795
-13% -$1.26M ﹤0.01% 851
2025
Q4 		$8.89M Sell
135,105
-23,127
-15% -$1.6M ﹤0.01% 771
2025
Q3 		$11.5M Sell
158,232
-1,104
-0.7% -$82K 0.01% 722
2025
Q2 		$10.7M Sell
159,336
-29,934
-16% -$1.98M 0.01% 710
2025
Q1 		$13.3M Sell
189,270
-31,848
-14% -$2.39M 0.01% 647
2024
Q4 		$17M Sell
221,118
-31,376
-12% -$2.86M 0.01% 619
2024
Q3 		$25.9M Sell
252,494
-144,462
-36% -$13.6M 0.01% 523
2024
Q2 		$32.1M Buy
396,956
+2,204
+0.6% +$185K 0.02% 480
2024
Q1 		$34.6M Sell
394,752
-30,816
-7% -$2.49M 0.02% 459
2023
Q4 		$37.1M Sell
425,568
-3,580
-0.8% -$247K 0.02% 432
2023
Q3 		$26.3M Buy
429,148
+6,586
+2% +$453K 0.02% 483
2023
Q2 		$30.1M Buy
422,562
+15,096
+4% +$947K 0.02% 495
2023
Q1 		$23.8M Buy
407,466
+377,006
+1,238% +$20.3M 0.02% 537
2022
Q4 		$1.4M Sell
30,460
-31,500
-51% -$1.27M ﹤0.01% 1214
2022
Q3 		$2.18M Buy
61,960
+30,282
+96% +$1.23M ﹤0.01% 1253
2022
Q2 		$1.15M Sell
31,678
-1,084
-3% -$43.3K ﹤0.01% 1262
2022
Q1 		$1.3M Sell
32,762
-4,222
-11% -$206K ﹤0.01% 1394
2021
Q4 		$2.26M Buy
36,984
+9,038
+32% +$504K ﹤0.01% 1237
2021
Q3 		$1.36M Buy
27,946
+7,022
+34% +$362K ﹤0.01% 1320
2021
Q2 		$984K Buy
20,924
+9,864
+89% +$498K ﹤0.01% 1328
2021
Q1 		$508K Buy
+11,060
New +$479K ﹤0.01% 1349

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 $8.66B AUM 17.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Janus Henderson Group's MTH Position: Q1 2026 in Review

Janus Henderson Group reduced its Meritage Homes (MTH) stake by 13% in Q1 2026, selling an estimated $1.26M and leaving 117,310 shares worth $7.25M. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Janus Henderson Group first reported a position in MTH in Q1 2021 and has held it in 21 quarters since. The position peaked at $37.1M in Q4 2023. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Janus Henderson Group held 117,310 shares of Meritage Homes worth $7.25M as of Q1 2026.
  • Janus Henderson Group sold 17,795 Meritage Homes shares in Q1 2026, an estimated $1.26M.
  • Meritage Homes made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #851 holding.
  • Janus Henderson Group first reported a position in Meritage Homes in Q1 2021 and has held it in 21 quarters since.
  • Janus Henderson Group's Meritage Homes position peaked at $37.1M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.