LGF
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LGT Group Foundation’s Meritage Homes MTH Stock Holding History

LGT Group Foundation’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 		$747K Sell
12,074
-1,997
-14% -$141K 0.01% 209
2025
Q4 		$934K Sell
14,071
-333
-2% -$23.1K 0.01% 203
2025
Q3 		$1.06M Sell
14,404
-7,907
-35% -$588K 0.01% 204
2025
Q2 		$1.49M Sell
22,311
-14,518
-39% -$962K 0.02% 181
2025
Q1 		$2.61M Sell
36,829
-2,035
-5% -$153K 0.04% 158
2024
Q4 		$2.99M Buy
38,864
+1,812
+5% +$165K 0.05% 155
2024
Q3 		$3.75M Sell
37,052
-138
-0.4% -$13K 0.06% 156
2024
Q2 		$3.01M Buy
37,190
+3,286
+10% +$276K 0.05% 164
2024
Q1 		$2.97M Sell
33,904
-39,274
-54% -$3.18M 0.07% 156
2023
Q4 		$6.42M Sell
73,178
-200
-0.3% -$13.8K 0.14% 121
2023
Q3 		$4.43M Buy
73,378
+14,186
+24% +$975K 0.11% 138
2023
Q2 		$4.21M Buy
59,192
+1,444
+3% +$90.6K 0.1% 145
2023
Q1 		$3.37M Buy
57,748
+2,326
+4% +$125K 0.1% 163
2022
Q4 		$2.55M Buy
55,422
+17,936
+48% +$725K 0.08% 176
2022
Q3 		$1.32M Sell
37,486
-27,088
-42% -$1.1M 0.05% 184
2022
Q2 		$2.34M Buy
64,574
+216
+0.3% +$8.62K 0.07% 172
2022
Q1 		$2.58M Buy
64,358
+22,054
+52% +$1.08M 0.06% 180
2021
Q4 		$2.58M Buy
+42,304
New +$2.36M 0.07% 173

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

LGT Group Foundation's MTH Position: Q1 2026 in Review

LGT Group Foundation reduced its Meritage Homes (MTH) stake by 14% in Q1 2026, selling an estimated $141K and leaving 12,074 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #209.

LGT Group Foundation first reported a position in MTH in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.42M in Q4 2023. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • LGT Group Foundation held 12,074 shares of Meritage Homes worth $747K as of Q1 2026.
  • LGT Group Foundation sold 1,997 Meritage Homes shares in Q1 2026, an estimated $141K.
  • Meritage Homes made up 0.01% of LGT Group Foundation's portfolio in Q1 2026, its #209 holding.
  • LGT Group Foundation first reported a position in Meritage Homes in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Meritage Homes position peaked at $6.42M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.