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 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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Physician Wealth Advisors's MTH Position: Q2 2026 in Review

Physician Wealth Advisors held its Meritage Homes (MTH) position steady in Q2 2026 at 8 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Physician Wealth Advisors first reported a position in MTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25K in Q4 2025. 47 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Physician Wealth Advisors held 8 shares of Meritage Homes worth $671 as of Q2 2026.
Physician Wealth Advisors left its Meritage Homes share count unchanged in Q2 2026.
Meritage Homes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1979 holding.
Physician Wealth Advisors first reported a position in Meritage Homes in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Meritage Homes position peaked at $1.25K in Q4 2025.
47 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.