Physician Wealth Advisors
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Physician Wealth Advisors’s Meritage Homes MTH Stock Holding History

Physician Wealth 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
Q3 		$4.46K Buy
71
+63
+788% +$4.46K ﹤0.01% 1196
2026
Q2 		$671 Hold
8
– – ﹤0.01% 1979
2026
Q1 		$495 Sell
8
-11
-58% -$777 ﹤0.01% 1934
2025
Q4 		$1.25K Buy
19
+8
+73% +$554 ﹤0.01% 1505
2025
Q3 		$797 Hold
11
– – ﹤0.01% 1690
2025
Q2 		$737 Buy
11
+2
+22% +$133 ﹤0.01% 1584
2025
Q1 		$638 Buy
+9
New +$676 ﹤0.01% 1318

Other funds holding MTH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Physician Wealth Advisors's MTH Position: Q3 2026 in Review

Physician Wealth Advisors increased its Meritage Homes (MTH) stake by 788% in Q3 2026, buying an estimated $4.46K and bringing the position to 71 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Physician Wealth Advisors first reported a position in MTH in Q1 2025 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • Physician Wealth Advisors held 71 shares of Meritage Homes worth $4.46K as of Q3 2026.
  • Physician Wealth Advisors bought 63 Meritage Homes shares in Q3 2026, an estimated $4.46K.
  • Meritage Homes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1196 holding.
  • Physician Wealth Advisors first reported a position in Meritage Homes in Q1 2025 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.