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Retirement Wealth Solutions’s Meritage Homes MTH Stock Holding History

Retirement Wealth Solutions’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 		$3.86K Buy
46
+17
+59% +$1.16K ﹤0.01% 401
2026
Q1 		$1.79K Sell
29
-4
-12% -$283 ﹤0.01% 524
2025
Q4 		$2.17K Sell
33
-9
-21% -$623 ﹤0.01% 442
2025
Q3 		$3.04K Buy
+42
New +$3.12K ﹤0.01% 388

Other funds holding MTH

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Retirement Wealth Solutions's MTH Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Meritage Homes (MTH) stake by 59% in Q2 2026, buying an estimated $1.16K and bringing the position to 46 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Retirement Wealth Solutions first reported a position in MTH in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Retirement Wealth Solutions held 46 shares of Meritage Homes worth $3.86K as of Q2 2026.
  • Retirement Wealth Solutions bought 17 Meritage Homes shares in Q2 2026, an estimated $1.16K.
  • Meritage Homes made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #401 holding.
  • Retirement Wealth Solutions first reported a position in Meritage Homes in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.