Plante Moran Financial Advisors’s Meritage Homes MTH Stock Holding History

Plante Moran Financial 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	$1.51K	Sell	18 -312	-95%	-$21.3K	﹤0.01%	799
2026 Q1	$20.4K	Hold	330	–	–	﹤0.01%	427
2025 Q4	$21.7K	Hold	330	–	–	﹤0.01%	438
2025 Q3	$23.9K	Hold	330	–	–	﹤0.01%	444
2025 Q2	$22.1K	Hold	330	–	–	﹤0.01%	461
2025 Q1	$23.4K	Hold	330	–	–	﹤0.01%	461
2024 Q4	$25.4K	Hold	330	–	–	﹤0.01%	448
2024 Q3	$33.8K	Hold	330	–	–	﹤0.01%	441
2024 Q2	$26.7K	Hold	330	–	–	﹤0.01%	430
2024 Q1	$29K	Hold	330	–	–	﹤0.01%	440
2023 Q4	$28.7K	Hold	330	–	–	﹤0.01%	395
2023 Q3	$20.2K	Hold	330	–	–	﹤0.01%	436
2023 Q2	$23.5K	Hold	330	–	–	﹤0.01%	413
2023 Q1	$19.3K	Hold	330	–	–	﹤0.01%	451
2022 Q4	$15.2K	Hold	330	–	–	﹤0.01%	516
2022 Q3	$12K	Hold	330	–	–	﹤0.01%	556
2022 Q2	$12K	Hold	330	–	–	﹤0.01%	568
2022 Q1	$13K	Hold	330	–	–	﹤0.01%	566
2021 Q4	$20K	Hold	330	–	–	﹤0.01%	558
2021 Q3	$16K	Hold	330	–	–	﹤0.01%	605
2021 Q2	$16K	Hold	330	–	–	﹤0.01%	601
2021 Q1	$15K	Hold	330	–	–	﹤0.01%	579
2020 Q4	$14K	Hold	330	–	–	﹤0.01%	581
2020 Q3	$18K	Buy	+330	New	+$15.8K	0.01%	524

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's MTH Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Meritage Homes (MTH) stake by 95% in Q2 2026, selling an estimated $21.3K and leaving 18 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Plante Moran Financial Advisors first reported a position in MTH in Q3 2020 and has held it in 24 quarters since. The position peaked at $33.8K in Q3 2024. 400 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Plante Moran Financial Advisors held 18 shares of Meritage Homes worth $1.51K as of Q2 2026.
Plante Moran Financial Advisors sold 312 Meritage Homes shares in Q2 2026, an estimated $21.3K.
Meritage Homes made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #799 holding.
Plante Moran Financial Advisors first reported a position in Meritage Homes in Q3 2020 and has held it in 24 quarters since.
Plante Moran Financial Advisors's Meritage Homes position peaked at $33.8K in Q3 2024.
400 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.