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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Wealth Management Group's MTH Position: Q1 2026 in Review

Private Wealth Management Group sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 16 shares — an estimated $1.05K sold.

Private Wealth Management Group first reported a position in MTH in Q4 2023 and held it in 9 quarters. The position peaked at $10.7K in Q3 2024. 411 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Private Wealth Management Group reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 16 Meritage Homes shares in Q1 2026, an estimated $1.05K.
  • Private Wealth Management Group first reported a position in Meritage Homes in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Meritage Homes position peaked at $10.7K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.