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Obermeyer Wealth Partners’s Meritage Homes MTH Stock Holding History

Obermeyer Wealth Partners’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 		$229K Hold
3,705
– – 0.01% 276
2025
Q4 		$244K Hold
3,705
– – 0.01% 259
2025
Q3 		$268K Buy
+3,705
New +$275K 0.01% 248

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Obermeyer Wealth Partners's MTH Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Meritage Homes (MTH) position steady in Q1 2026 at 3,705 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #276.

Obermeyer Wealth Partners first reported a position in MTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q3 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Obermeyer Wealth Partners held 3,705 shares of Meritage Homes worth $229K as of Q1 2026.
  • Obermeyer Wealth Partners left its Meritage Homes share count unchanged in Q1 2026.
  • Meritage Homes made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #276 holding.
  • Obermeyer Wealth Partners first reported a position in Meritage Homes in Q3 2025 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's Meritage Homes position peaked at $268K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.