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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
Q2 		$297K Sell
3,545
-160
-4% -$10.9K 0.01% 249
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 $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 $3.37T AUM 44.26% 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

Obermeyer Wealth Partners's MTH Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Meritage Homes (MTH) stake by 4.3% in Q2 2026, selling an estimated $10.9K and leaving 3,545 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #249.

Obermeyer Wealth Partners first reported a position in MTH in Q3 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Obermeyer Wealth Partners held 3,545 shares of Meritage Homes worth $297K as of Q2 2026.
  • Obermeyer Wealth Partners sold 160 Meritage Homes shares in Q2 2026, an estimated $10.9K.
  • Meritage Homes made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Obermeyer Wealth Partners first reported a position in Meritage Homes in Q3 2025 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.