Kemnay Advisory Services’s Meritage Homes MTH Stock Holding History

Kemnay Advisory Services’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 Q2	$37.4K	Sell	446 -58	-12%	-$3.96K	﹤0.01%	389
2026 Q1	$31.2K	Buy	504 +301	+148%	+$21.3K	0.01%	422
2025 Q4	$13.4K	Buy	+203	New	+$14.1K	﹤0.01%	669
2018 Q3	–	Sell	-1,484	Closed	-$33K	–	146
2018 Q2	$33K	Sell	1,484 -33,716	-96%	-$758K	0.01%	124
2018 Q1	$796K	Sell	35,200 -16,172	-31%	-$386K	0.34%	81
2017 Q4	$1.31M	Buy	+51,372	New	+$1.27M	0.59%	32

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kemnay Advisory Services's MTH Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Meritage Homes (MTH) stake by 12% in Q2 2026, selling an estimated $3.96K and leaving 446 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Kemnay Advisory Services first reported a position in MTH in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2017. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Kemnay Advisory Services held 446 shares of Meritage Homes worth $37.4K as of Q2 2026.
Kemnay Advisory Services sold 58 Meritage Homes shares in Q2 2026, an estimated $3.96K.
Meritage Homes made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #389 holding.
Kemnay Advisory Services first reported a position in Meritage Homes in Q4 2017 and has held it in 6 quarters since.
Kemnay Advisory Services's Meritage Homes position peaked at $1.31M in Q4 2017.
401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.