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Kestra Advisory Services’s Meritage Homes MTH Stock Holding History

Kestra 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
Q1 		– Sell
-738
Closed -$48.5K – 3923
2025
Q4 		$48.5K Buy
+738
New +$51.1K ﹤0.01% 3959

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 $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kestra Advisory Services's MTH Position: Q1 2026 in Review

Kestra Advisory Services sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 738 shares — an estimated $48.5K sold.

Kestra Advisory Services first reported a position in MTH in Q4 2025 and held it in 1 quarter. The position peaked at $48.5K in Q4 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Kestra Advisory Services reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 738 Meritage Homes shares in Q1 2026, an estimated $48.5K.
  • Kestra Advisory Services first reported a position in Meritage Homes in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Meritage Homes position peaked at $48.5K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.