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Legacy Capital Group California’s Meritage Homes MTH Stock Holding History

Legacy Capital Group California’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 		$708K Sell
8,445
-203
-2% -$13.9K 0.21% 137
2026
Q1 		$535K Buy
8,648
+910
+12% +$64.3K 0.2% 164
2025
Q4 		$509K Sell
7,738
-78
-1% -$5.4K 0.12% 208
2025
Q3 		$566K Buy
7,816
+5
+0.1% +$372 0.14% 187
2025
Q2 		$523K Sell
7,811
-197
-2% -$13.1K 0.14% 176
2025
Q1 		$568K Buy
+8,008
New +$602K 0.2% 148

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
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

Legacy Capital Group California's MTH Position: Q2 2026 in Review

Legacy Capital Group California reduced its Meritage Homes (MTH) stake by 2.3% in Q2 2026, selling an estimated $13.9K and leaving 8,445 shares worth $708K. The position accounts for 0.21% of the portfolio, ranked #137.

Legacy Capital Group California first reported a position in MTH in Q1 2025 and has held it in 6 quarters since. 399 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Legacy Capital Group California held 8,445 shares of Meritage Homes worth $708K as of Q2 2026.
  • Legacy Capital Group California sold 203 Meritage Homes shares in Q2 2026, an estimated $13.9K.
  • Meritage Homes made up 0.21% of Legacy Capital Group California's portfolio in Q2 2026, its #137 holding.
  • Legacy Capital Group California first reported a position in Meritage Homes in Q1 2025 and has held it in 6 quarters since.
  • 399 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.