Moulton Wealth Management’s Meritage Homes MTH Stock Holding History

Moulton 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
2026 Q2	$262K	Buy	+3,191	New	+$218K	0.17%	63
2026 Q1	–	Sell	-3,148	Closed	-$209K	–	63
2025 Q4	$209K	Buy	3,148 +20	+0.6%	+$1.39K	0.2%	40
2025 Q3	$227K	Buy	3,128 +19	+0.6%	+$1.41K	0.16%	45
2025 Q2	$220K	Buy	3,109 +20	+0.6%	+$1.32K	0.17%	37
2025 Q1	$219K	Buy	3,089 +19	+0.6%	+$1.43K	0.17%	34
2024 Q4	$236K	Buy	3,070 +14	+0.5%	+$1.28K	0.18%	43
2024 Q3	$303K	Buy	3,056 +12	+0.4%	+$1.13K	0.25%	37
2024 Q2	$242K	Buy	3,044 +26	+0.9%	+$2.19K	0.22%	29
2024 Q1	$265K	Hold	3,018	–	–	0.28%	21
2023 Q4	$255K	Buy	+3,018	New	+$208K	0.33%	17
2023 Q3	–	Sell	-3,006	Closed	-$214K	–	20
2023 Q2	$214K	Buy	+3,006	New	+$189K	0.38%	16

Other funds holding MTH

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Moulton Wealth Management's MTH Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in Meritage Homes (MTH) in Q2 2026: 3,191 shares worth $262K. The stake represents 0.17% of the portfolio and ranks #63 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in MTH as recently as Q4 2025.

Moulton Wealth Management first reported a position in MTH in Q2 2023 and has held it in 11 quarters since. The position peaked at $303K in Q3 2024. 47 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Moulton Wealth Management held 3,191 shares of Meritage Homes worth $262K as of Q2 2026.
Meritage Homes was a new Moulton Wealth Management position in Q2 2026.
Meritage Homes made up 0.17% of Moulton Wealth Management's portfolio in Q2 2026, its #63 holding.
Moulton Wealth Management first reported a position in Meritage Homes in Q2 2023 and has held it in 11 quarters since.
Moulton Wealth Management's Meritage Homes position peaked at $303K in Q3 2024.
47 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.