Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Meritage Homes MTH Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-42,218
Closed -$3.06M – 1007
2025
Q3 		$3.06M Buy
42,218
+7,404
+21% +$550K 0.01% 550
2025
Q2 		$2.33M Buy
34,814
+2,590
+8% +$172K 0.01% 597
2025
Q1 		$2.28M Buy
+32,224
New +$2.42M 0.01% 554

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Dimensional Fund Advisors
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Capital World Investors
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Kovitz Investment Group Partners's MTH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 42,218 shares — an estimated $3.06M sold.

Kovitz Investment Group Partners first reported a position in MTH in Q1 2025 and held it in 3 quarters. The position peaked at $3.06M in Q3 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 42,218 Meritage Homes shares in Q4 2025, an estimated $3.06M.
  • Kovitz Investment Group Partners first reported a position in Meritage Homes in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Meritage Homes position peaked at $3.06M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.