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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's MTH Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Meritage Homes (MTH) stake by 29% in Q1 2026, buying an estimated $96.4K and bringing the position to 6,032 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #809.

Mount Yale Investment Advisors first reported a position in MTH in Q1 2018 and has held it in 9 quarters since. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Mount Yale Investment Advisors held 6,032 shares of Meritage Homes worth $373K as of Q1 2026.
Mount Yale Investment Advisors bought 1,364 Meritage Homes shares in Q1 2026, an estimated $96.4K.
Meritage Homes made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #809 holding.
Mount Yale Investment Advisors first reported a position in Meritage Homes in Q1 2018 and has held it in 9 quarters since.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.