Private Advisor Group’s Meritage Homes MTH Stock Holding History

Private Advisor Group’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	$203K	Buy	+3,285	New	+$232K	﹤0.01%	2454
2025 Q4	–	Sell	-3,061	Closed	-$222K	–	2712
2025 Q3	$222K	Buy	+3,061	New	+$227K	﹤0.01%	2273
2024 Q2	–	Sell	-3,130	Closed	-$275K	–	2420
2024 Q1	$275K	Buy	+3,130	New	+$253K	﹤0.01%	1904
2019 Q4	–	Sell	-5,706	Closed	-$201K	–	1704
2019 Q3	$201K	Buy	+5,706	New	+$178K	﹤0.01%	1508

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Private Advisor Group's MTH Position: Q1 2026 in Review

Private Advisor Group opened a new position in Meritage Homes (MTH) in Q1 2026: 3,285 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in MTH as recently as Q3 2025.

Private Advisor Group first reported a position in MTH in Q3 2019 and has held it in 4 quarters since. The position peaked at $275K in Q1 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Private Advisor Group held 3,285 shares of Meritage Homes worth $203K as of Q1 2026.
Meritage Homes was a new Private Advisor Group position in Q1 2026.
Meritage Homes made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2454 holding.
Private Advisor Group first reported a position in Meritage Homes in Q3 2019 and has held it in 4 quarters since.
Private Advisor Group's Meritage Homes position peaked at $275K in Q1 2024.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.