Mackenzie Financial
MTH icon

Mackenzie Financial’s Meritage Homes MTH Stock Holding History

Mackenzie 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
Q1 		$382K Buy
6,173
+854
+16% +$60.4K ﹤0.01% 1259
2025
Q4 		$352K Sell
5,319
-65
-1% -$4.5K ﹤0.01% 1324
2025
Q3 		$390K Sell
5,384
-3,710
-41% -$276K ﹤0.01% 1323
2025
Q2 		$609K Buy
9,094
+250
+3% +$16.6K ﹤0.01% 1160
2025
Q1 		$627K Sell
8,844
-248
-3% -$18.6K ﹤0.01% 1125
2024
Q4 		$350K Sell
9,092
-4,506
-33% -$411K ﹤0.01% 1326
2024
Q3 		$1.39M Buy
13,598
+4,748
+54% +$448K ﹤0.01% 795
2024
Q2 		$716K Sell
8,850
-29,460
-77% -$2.48M ﹤0.01% 929
2024
Q1 		$3.36M Sell
38,310
-58,612
-60% -$4.74M ﹤0.01% 628
2023
Q4 		$8.44M Sell
96,922
-119,752
-55% -$8.26M 0.01% 457
2023
Q3 		$12.5M Buy
216,674
+39,302
+22% +$2.7M 0.02% 389
2023
Q2 		$12.5M Buy
177,372
+36,344
+26% +$2.28M 0.02% 415
2023
Q1 		$8.23M Buy
141,028
+128,090
+990% +$6.89M 0.01% 469
2022
Q4 		$596K Buy
12,938
+2,838
+28% +$115K ﹤0.01% 874
2022
Q3 		$355K Sell
10,100
-52
-0.5% -$2.1K ﹤0.01% 1033
2022
Q2 		$368K Buy
10,152
+4,436
+78% +$177K ﹤0.01% 1013
2022
Q1 		$226K Buy
5,716
+1,346
+31% +$65.8K ﹤0.01% 1238
2021
Q4 		$267K Sell
4,370
-16
-0.4% -$893 ﹤0.01% 1198
2021
Q3 		$213K Buy
+4,386
New +$226K ﹤0.01% 1295
2013
Q3 		– Sell
-28,400
Closed -$616K – 650
2013
Q2 		$616K Buy
+28,400
New +$663K ﹤0.01% 559

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

Mackenzie Financial's MTH Position: Q1 2026 in Review

Mackenzie Financial increased its Meritage Homes (MTH) stake by 16% in Q1 2026, buying an estimated $60.4K and bringing the position to 6,173 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Mackenzie Financial first reported a position in MTH in Q2 2013 and has held it in 20 quarters since. The position peaked at $12.5M in Q3 2023. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Mackenzie Financial held 6,173 shares of Meritage Homes worth $382K as of Q1 2026.
  • Mackenzie Financial bought 854 Meritage Homes shares in Q1 2026, an estimated $60.4K.
  • Meritage Homes made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1259 holding.
  • Mackenzie Financial first reported a position in Meritage Homes in Q2 2013 and has held it in 20 quarters since.
  • Mackenzie Financial's Meritage Homes position peaked at $12.5M in Q3 2023.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.