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Pinnacle Wealth Planning Services’s Meritage Homes MTH Stock Holding History

Pinnacle Wealth Planning Services’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 		$113K Buy
1,342
+11
+0.8% +$751 0.01% 806
2026
Q1 		$82.3K Sell
1,331
-11
-0.8% -$777 0.01% 903
2025
Q4 		$88.3K Buy
+1,342
New +$92.9K 0.01% 847
2021
Q1 		– Sell
-2,620
Closed -$109K – 1345
2020
Q4 		$109K Buy
+2,620
New +$124K 0.03% 435

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

Pinnacle Wealth Planning Services's MTH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Meritage Homes (MTH) stake by 0.83% in Q2 2026, buying an estimated $751 and bringing the position to 1,342 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #806.

Pinnacle Wealth Planning Services first reported a position in MTH in Q4 2020 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,342 shares of Meritage Homes worth $113K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 11 Meritage Homes shares in Q2 2026, an estimated $751.
  • Meritage Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #806 holding.
  • Pinnacle Wealth Planning Services first reported a position in Meritage Homes in Q4 2020 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.