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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Meritage Homes (MTH) stake by 0.82% in Q1 2026, selling an estimated $777 and leaving 1,331 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #903.

Pinnacle Wealth Planning Services first reported a position in MTH in Q4 2020 and has held it in 3 quarters since. The position peaked at $109K in Q4 2020. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,331 shares of Meritage Homes worth $82.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 11 Meritage Homes shares in Q1 2026, an estimated $777.
  • Meritage Homes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #903 holding.
  • Pinnacle Wealth Planning Services first reported a position in Meritage Homes in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Meritage Homes position peaked at $109K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.