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 Q3	$77K	Sell	1,225 -117	-9%	-$8.27K	0.01%	1025
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

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Meritage Homes (MTH) stake by 8.7% in Q3 2026, selling an estimated $8.27K and leaving 1,225 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #1025.

Pinnacle Wealth Planning Services first reported a position in MTH in Q4 2020 and has held it in 5 quarters since. The position peaked at $113K in Q2 2026. 163 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

Pinnacle Wealth Planning Services held 1,225 shares of Meritage Homes worth $77K as of Q3 2026.
Pinnacle Wealth Planning Services sold 117 Meritage Homes shares in Q3 2026, an estimated $8.27K.
Meritage Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1025 holding.
Pinnacle Wealth Planning Services first reported a position in Meritage Homes in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Meritage Homes position peaked at $113K in Q2 2026.
163 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.