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Mount Yale Investment Advisors’s Meritage Homes MTH Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-6,032
Closed -$373K – 1245
2026
Q1 		$373K Buy
6,032
+1,364
+29% +$96.4K 0.01% 809
2025
Q4 		$307K Buy
4,668
+101
+2% +$6.99K 0.01% 589
2025
Q3 		$331K Buy
+4,567
New +$339K 0.02% 502
2022
Q1 		– Sell
-4,712
Closed -$288K – 490
2021
Q4 		$288K Sell
4,712
-76
-2% -$4.24K 0.03% 385
2021
Q3 		$232K Buy
+4,788
New +$247K 0.03% 414
2020
Q3 		– Sell
-5,536
Closed -$211K – 365
2020
Q2 		$211K Buy
+5,536
New +$164K 0.04% 299
2018
Q4 		– Sell
-4,836
Closed -$93K – 598
2018
Q3 		$93K Buy
4,836
+336
+7% +$7.32K 0.02% 464
2018
Q2 		$99K Sell
4,500
-84
-2% -$1.89K 0.02% 465
2018
Q1 		$104K Buy
+4,584
New +$109K 0.02% 439

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's MTH Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 6,032 shares — an estimated $373K sold.

Mount Yale Investment Advisors first reported a position in MTH in Q1 2018 and held it in 9 quarters. The position peaked at $373K in Q1 2026. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,032 Meritage Homes shares in Q2 2026, an estimated $373K.
  • Mount Yale Investment Advisors first reported a position in Meritage Homes in Q1 2018 and held it in 9 quarters.
  • Mount Yale Investment Advisors's Meritage Homes position peaked at $373K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.