PWMG
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Private Wealth Management Group’s Meritage Homes MTH Stock Holding History

Private Wealth Management 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 		– Sell
-16
Closed -$1.05K – 1513
2025
Q4 		$1.05K Hold
16
– – ﹤0.01% 1257
2025
Q3 		$1.16K Hold
16
– – ﹤0.01% 1250
2025
Q2 		$1.07K Sell
16
-60
-79% -$3.98K ﹤0.01% 1267
2025
Q1 		$5.39K Sell
76
-24
-24% -$1.8K ﹤0.01% 696
2024
Q4 		$7.69K Sell
100
-4
-4% -$365 ﹤0.01% 572
2024
Q3 		$10.7K Hold
104
– – ﹤0.01% 437
2024
Q2 		$8.42K Buy
104
+4
+4% +$337 ﹤0.01% 493
2024
Q1 		$8.77K Hold
100
– – ﹤0.01% 447
2023
Q4 		$8.71K Buy
+100
New +$6.89K ﹤0.01% 439

Other funds holding MTH

BlackRock
BlackRock New York $5.7T 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 $121B AUM 33.93% 1-Year Est. Return