LPL Financial
MTH icon

LPL Financial’s Meritage Homes MTH Stock Holding History

LPL Financial’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
Q3 		$986K Sell
15,688
-8,256
-34% -$584K ﹤0.01% 4521
2026
Q2 		$2.01M Buy
23,944
+714
+3% +$48.8K ﹤0.01% 3735
2026
Q1 		$1.44M Sell
23,230
-4,979
-18% -$352K ﹤0.01% 3819
2025
Q4 		$1.86M Buy
28,209
+228
+0.8% +$15.8K ﹤0.01% 3488
2025
Q3 		$2.03M Buy
27,981
+1,636
+6% +$122K ﹤0.01% 3307
2025
Q2 		$1.76M Buy
26,345
+4,052
+18% +$269K ﹤0.01% 3242
2025
Q1 		$1.58M Buy
22,293
+1,763
+9% +$132K ﹤0.01% 3161
2024
Q4 		$1.58M Buy
20,530
+7,374
+56% +$673K ﹤0.01% 3091
2024
Q3 		$1.35M Buy
13,156
+7,048
+115% +$665K ﹤0.01% 3108
2024
Q2 		$494K Sell
6,108
-212
-3% -$17.8K ﹤0.01% 3884
2024
Q1 		$554K Buy
6,320
+486
+8% +$39.3K ﹤0.01% 3686
2023
Q4 		$508K Sell
5,834
-824
-12% -$56.8K ﹤0.01% 3656
2023
Q3 		$407K Buy
6,658
+318
+5% +$21.9K ﹤0.01% 3649
2023
Q2 		$451K Sell
6,340
-2,368
-27% -$149K ﹤0.01% 3527
2023
Q1 		$508K Sell
8,708
-44,244
-84% -$2.38M ﹤0.01% 3310
2022
Q4 		$2.44M Buy
52,952
+10,758
+25% +$435K ﹤0.01% 1930
2022
Q3 		$1.48M Sell
42,194
-3,482
-8% -$141K ﹤0.01% 2214
2022
Q2 		$1.66M Buy
45,676
+12,746
+39% +$509K ﹤0.01% 2173
2022
Q1 		$1.3M Sell
32,930
-3,394
-9% -$166K ﹤0.01% 2389
2021
Q4 		$2.22M Sell
36,324
-1,862
-5% -$104K ﹤0.01% 2014
2021
Q3 		$1.85M Sell
38,186
-412
-1% -$21.2K ﹤0.01% 2112
2021
Q2 		$1.82M Buy
38,598
+8,362
+28% +$422K ﹤0.01% 2057
2021
Q1 		$1.39M Buy
+30,236
New +$1.31M ﹤0.01% 2118

Other funds holding MTH

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

LPL Financial's MTH Position: Q3 2026 in Review

LPL Financial reduced its Meritage Homes (MTH) stake by 34% in Q3 2026, selling an estimated $584K and leaving 15,688 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

LPL Financial first reported a position in MTH in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.44M in Q4 2022. 163 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • LPL Financial held 15,688 shares of Meritage Homes worth $986K as of Q3 2026.
  • LPL Financial sold 8,256 Meritage Homes shares in Q3 2026, an estimated $584K.
  • Meritage Homes made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4521 holding.
  • LPL Financial first reported a position in Meritage Homes in Q1 2021 and has held it in 23 quarters since.
  • LPL Financial's Meritage Homes position peaked at $2.44M in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.