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Peak Financial Advisors’s Meritage Homes MTH Stock Holding History

Peak Financial 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
-33,060
Closed -$2.04M – 83
2026
Q1 		$2.04M Sell
33,060
-30
-0.1% -$2.12K 0.91% 34
2025
Q4 		$2.18M Buy
33,090
+23,204
+235% +$1.61M 0.98% 32
2025
Q3 		$716K Buy
9,886
+2,530
+34% +$188K 0.34% 51
2025
Q2 		$493K Buy
+7,356
New +$487K 0.25% 60

Other funds holding MTH

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Peak Financial Advisors's MTH Position: Q2 2026 in Review

Peak Financial Advisors sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 33,060 shares — an estimated $2.04M sold.

Peak Financial Advisors first reported a position in MTH in Q2 2025 and held it in 4 quarters. The position peaked at $2.18M in Q4 2025. 38 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Peak Financial Advisors reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 33,060 Meritage Homes shares in Q2 2026, an estimated $2.04M.
  • Peak Financial Advisors first reported a position in Meritage Homes in Q2 2025 and held it in 4 quarters.
  • Peak Financial Advisors's Meritage Homes position peaked at $2.18M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.