Key Financial Inc’s Meritage Homes MTH Stock Holding History

Key Financial Inc’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	$3.35K	Hold	40	–	–	﹤0.01%	1087
2026 Q1	$2.47K	Hold	40	–	–	﹤0.01%	1147
2025 Q4	$2.63K	Hold	40	–	–	﹤0.01%	1135
2025 Q3	$2.94K	Hold	40	–	–	﹤0.01%	1138
2025 Q2	$2.68K	Hold	40	–	–	﹤0.01%	1146
2025 Q1	$2.83K	Hold	40	–	–	﹤0.01%	1102
2024 Q4	$3.08K	Hold	40	–	–	﹤0.01%	1089
2024 Q3	$4.1K	Hold	40	–	–	﹤0.01%	1016
2024 Q2	$3.24K	Hold	40	–	–	﹤0.01%	1042
2024 Q1	$3.51K	Hold	40	–	–	﹤0.01%	1024
2023 Q4	$3.48K	Hold	40	–	–	﹤0.01%	1025
2023 Q3	$2.45K	Hold	40	–	–	﹤0.01%	1085
2023 Q2	$2.85K	Hold	40	–	–	﹤0.01%	1116
2023 Q1	$2.33K	Hold	40	–	–	﹤0.01%	935
2022 Q4	$1.41K	Hold	40	–	–	﹤0.01%	998
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	1054
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	948
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	937
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	832
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	812
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	777
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	688
2020 Q4	$2K	Buy	+40	New	+$1.89K	﹤0.01%	647
2020 Q2	–	Sell	-40	Closed	-$1K	–	428
2020 Q1	$1K	Buy	+40	New	+$1.21K	﹤0.01%	648

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 $3.37T AUM 44.26% 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

Key Financial Inc's MTH Position: Q2 2026 in Review

Key Financial Inc held its Meritage Homes (MTH) position steady in Q2 2026 at 40 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Key Financial Inc first reported a position in MTH in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.1K in Q3 2024. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Key Financial Inc held 40 shares of Meritage Homes worth $3.35K as of Q2 2026.
Key Financial Inc left its Meritage Homes share count unchanged in Q2 2026.
Meritage Homes made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1087 holding.
Key Financial Inc first reported a position in Meritage Homes in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Meritage Homes position peaked at $4.1K in Q3 2024.
401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.