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Principal Securities’s Meritage Homes MTH Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-477
Closed -$34.5K – 2703
2025
Q3 		$34.5K Sell
477
-4
-0.8% -$297 ﹤0.01% 2134
2025
Q2 		$32.2K Buy
481
+231
+92% +$15.3K ﹤0.01% 2088
2025
Q1 		$38.5K Sell
250
-250
-50% -$18.8K ﹤0.01% 1871
2024
Q4 		$38.5K Buy
500
+42
+9% +$3.83K ﹤0.01% 1867
2024
Q3 		$47K Sell
458
-34
-7% -$3.21K ﹤0.01% 1717
2024
Q2 		$39.8K Buy
492
+118
+32% +$9.93K ﹤0.01% 1726
2024
Q1 		$32.8K Sell
374
-160
-30% -$12.9K ﹤0.01% 1757
2023
Q4 		$46.5K Buy
+534
New +$36.8K ﹤0.01% 1520

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Principal Securities's MTH Position: Q4 2025 in Review

Principal Securities sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 477 shares — an estimated $34.5K sold.

Principal Securities first reported a position in MTH in Q4 2023 and held it in 8 quarters. The position peaked at $47K in Q3 2024. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Principal Securities reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 477 Meritage Homes shares in Q4 2025, an estimated $34.5K.
  • Principal Securities first reported a position in Meritage Homes in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Meritage Homes position peaked at $47K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.