Massachusetts Financial Services
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Massachusetts Financial Services’s Meritage Homes MTH Stock Holding History

Massachusetts Financial Services’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 		$69.4M Buy
1,080,472
+774,675
+253% +$54.8M 0.02% 440
2026
Q2 		$25.6M Buy
+305,797
New +$20.9M 0.01% 623
2020
Q2 		– Sell
-45,184
Closed -$825K – 827
2020
Q1 		$825K Buy
45,184
+5,472
+14% +$166K ﹤0.01% 745
2019
Q4 		$1.21M Buy
+39,712
New +$1.36M ﹤0.01% 751

Other funds holding MTH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Massachusetts Financial Services's MTH Position: Q3 2026 in Review

Massachusetts Financial Services increased its Meritage Homes (MTH) stake by 253% in Q3 2026, buying an estimated $54.8M and bringing the position to 1,080,472 shares worth $69.4M. The position accounts for 0.02% of the portfolio, ranked #440.

Massachusetts Financial Services first reported a position in MTH in Q4 2019 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • Massachusetts Financial Services held 1,080,472 shares of Meritage Homes worth $69.4M as of Q3 2026.
  • Massachusetts Financial Services bought 774,675 Meritage Homes shares in Q3 2026, an estimated $54.8M.
  • Meritage Homes made up 0.02% of Massachusetts Financial Services's portfolio in Q3 2026, its #440 holding.
  • Massachusetts Financial Services first reported a position in Meritage Homes in Q4 2019 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Massachusetts Financial Services's 13F filing for Q3 2026, filed 12 Nov 2026.