Meritage Portfolio Management’s Frontdoor FTDR Stock Holding History

Meritage Portfolio Management’s Portfolio FTDR Stock Details FTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.15M	Sell	19,950 -1,795	-8%	-$106K	0.08%	175
2025 Q3	$1.46M	Buy	21,745 +1,759	+9%	+$107K	0.1%	173
2025 Q2	$1.18M	Buy	19,986 +533	+3%	+$26.7K	0.07%	177
2025 Q1	$747K	Buy	19,453 +92	+0.5%	+$4.69K	0.05%	209
2024 Q4	$1.06M	Buy	19,361 +1,331	+7%	+$72.2K	0.07%	193
2024 Q3	$865K	Buy	18,030 +8,624	+92%	+$374K	0.05%	213
2024 Q2	$318K	Buy	9,406 +104	+1%	+$3.51K	0.02%	286
2024 Q1	$303K	Sell	9,302 -863	-8%	-$28K	0.02%	294
2023 Q4	$358K	Buy	10,165 +537	+6%	+$17.9K	0.02%	279
2023 Q3	$295K	Buy	9,628 +492	+5%	+$16.3K	0.02%	283
2023 Q2	$291K	Buy	+9,136	New	+$272K	0.02%	295

Other funds holding FTDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meritage Portfolio Management's FTDR Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Frontdoor (FTDR) stake by 8.3% in Q4 2025, selling an estimated $106K and leaving 19,950 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #175.

Meritage Portfolio Management first reported a position in FTDR in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2025. 354 funds tracked by Wall St. Rank hold FTDR as of Q4 2025.

Meritage Portfolio Management held 19,950 shares of Frontdoor worth $1.15M as of Q4 2025.
Meritage Portfolio Management sold 1,795 Frontdoor shares in Q4 2025, an estimated $106K.
Frontdoor made up 0.08% of Meritage Portfolio Management's portfolio in Q4 2025, its #175 holding.
Meritage Portfolio Management first reported a position in Frontdoor in Q2 2023 and has held it in 11 quarters since.
Meritage Portfolio Management's Frontdoor position peaked at $1.46M in Q3 2025.
354 funds tracked by Wall St. Rank held Frontdoor as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.