Moran Wealth Management’s Meritage Homes MTH Stock Holding History

Moran Wealth Management’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
2025 Q1	–	Sell	-92,414	Closed	-$7.11M	–	473
2024 Q4	$7.11M	Sell	92,414 -1,302	-1%	-$119K	0.23%	132
2024 Q3	$9.61M	Sell	93,716 -3,880	-4%	-$366K	0.3%	105
2024 Q2	$7.9M	Buy	97,596 +210	+0.2%	+$17.7K	0.26%	127
2024 Q1	$8.54M	Sell	97,386 -1,262	-1%	-$102K	0.28%	122
2023 Q4	$8.59M	Sell	98,648 -822	-0.8%	-$56.7K	0.31%	111
2023 Q3	$6.09M	Sell	99,470 -2,270	-2%	-$156K	0.24%	140
2023 Q2	$7.24M	Sell	101,740 -2,276	-2%	-$143K	0.27%	129
2023 Q1	$6.07M	Buy	104,016 +7,302	+8%	+$393K	0.23%	139
2022 Q4	$4.46M	Buy	+96,714	New	+$3.91M	0.17%	163

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Moran Wealth Management's MTH Position: Q1 2025 in Review

Moran Wealth Management sold out of Meritage Homes (MTH) in Q1 2025, closing a stake of 92,414 shares — an estimated $7.11M sold.

Moran Wealth Management first reported a position in MTH in Q4 2022 and held it in 9 quarters. The position peaked at $9.61M in Q3 2024. 391 funds tracked by Wall St. Rank hold MTH as of Q1 2025.

Moran Wealth Management reported no remaining Meritage Homes position as of Q1 2025 after selling out during the quarter.
Moran Wealth Management sold 92,414 Meritage Homes shares in Q1 2025, an estimated $7.11M.
Moran Wealth Management first reported a position in Meritage Homes in Q4 2022 and held it in 9 quarters.
Moran Wealth Management's Meritage Homes position peaked at $9.61M in Q3 2024.
391 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.