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Legacy Wealth Asset Management’s Meritage Homes MTH Stock Holding History

Legacy Wealth Asset Management’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
-3,055
Closed -$221K – 376
2025
Q3 		$221K Sell
3,055
-27
-0.9% -$2.01K 0.05% 343
2025
Q2 		$206K Buy
3,082
+24
+0.8% +$1.59K 0.05% 339
2025
Q1 		$217K Sell
3,058
-30
-1% -$2.25K 0.06% 327
2024
Q4 		$237K Sell
3,088
-54
-2% -$4.93K 0.06% 329
2024
Q3 		$322K Sell
3,142
-18
-0.6% -$1.7K 0.09% 297
2024
Q2 		$256K Buy
3,160
+50
+2% +$4.21K 0.07% 312
2024
Q1 		$273K Buy
+3,110
New +$252K 0.08% 313

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Legacy Wealth Asset Management's MTH Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 3,055 shares — an estimated $221K sold.

Legacy Wealth Asset Management first reported a position in MTH in Q1 2024 and held it in 7 quarters. The position peaked at $322K in Q3 2024. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,055 Meritage Homes shares in Q4 2025, an estimated $221K.
  • Legacy Wealth Asset Management first reported a position in Meritage Homes in Q1 2024 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Meritage Homes position peaked at $322K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.