MassMutual Private Wealth & Trust
MTH icon

MassMutual Private Wealth & Trust’s Meritage Homes MTH Stock Holding History

MassMutual Private Wealth & Trust’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 		$3.71K Buy
59
+3
+5% +$212 ﹤0.01% 1721
2026
Q2 		$4.7K Sell
56
-14
-20% -$956 ﹤0.01% 1714
2026
Q1 		$4.33K Hold
70
– – ﹤0.01% 1738
2025
Q4 		$4.61K Hold
70
– – ﹤0.01% 1708
2025
Q3 		$5.07K Hold
70
– – ﹤0.01% 1669
2025
Q2 		$4.69K Hold
70
– – ﹤0.01% 1665
2025
Q1 		$4.96K Sell
70
-18
-20% -$1.35K ﹤0.01% 1609
2024
Q4 		$6.77K Sell
88
-26
-23% -$2.37K ﹤0.01% 1413
2024
Q3 		$11.7K Buy
114
+52
+84% +$4.91K ﹤0.01% 1086
2024
Q2 		$5.02K Buy
62
+22
+55% +$1.85K ﹤0.01% 1311
2024
Q1 		$3.51K Sell
40
-72
-64% -$5.82K ﹤0.01% 1370
2023
Q4 		$9.8K Buy
112
+68
+155% +$4.69K ﹤0.01% 1028
2023
Q3 		$2.69K Buy
44
+28
+175% +$1.92K ﹤0.01% 1418
2023
Q2 		$1.14K Buy
16
+4
+33% +$251 ﹤0.01% 1624
2023
Q1 		$701 Hold
12
– – ﹤0.01% 1625
2022
Q4 		$1K Hold
12
– – ﹤0.01% 1492
2022
Q3 		$0 Sell
12
-54
-82% -$2.18K ﹤0.01% 1743
2022
Q2 		$2K Buy
+66
New +$2.63K ﹤0.01% 1167
2022
Q1 		– Sell
-148
Closed -$7.23K – 1593
2021
Q4 		$9K Hold
148
– – ﹤0.01% 751
2021
Q3 		$7K Buy
+148
New +$7.62K ﹤0.01% 796

Other funds holding MTH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

MassMutual Private Wealth & Trust's MTH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Meritage Homes (MTH) stake by 5.4% in Q3 2026, buying an estimated $212 and bringing the position to 59 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

MassMutual Private Wealth & Trust first reported a position in MTH in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.7K in Q3 2024. 206 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • MassMutual Private Wealth & Trust held 59 shares of Meritage Homes worth $3.71K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 3 Meritage Homes shares in Q3 2026, an estimated $212.
  • Meritage Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1721 holding.
  • MassMutual Private Wealth & Trust first reported a position in Meritage Homes in Q3 2021 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Meritage Homes position peaked at $11.7K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.