Rise Advisors’s Meritage Homes MTH Stock Holding History

Rise Advisors’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	-147	Closed	-$10.6K	–	952
2025 Q3	$10.6K	Sell	147 -7	-5%	-$520	﹤0.01%	956
2025 Q2	$10.3K	Sell	154 -7	-4%	-$464	﹤0.01%	981
2025 Q1	$11.4K	Buy	+161	New	+$12.1K	0.01%	884

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Rise Advisors's MTH Position: Q4 2025 in Review

Rise Advisors sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 147 shares — an estimated $10.6K sold.

Rise Advisors first reported a position in MTH in Q1 2025 and held it in 3 quarters. The position peaked at $11.4K in Q1 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

Rise Advisors reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 147 Meritage Homes shares in Q4 2025, an estimated $10.6K.
Rise Advisors first reported a position in Meritage Homes in Q1 2025 and held it in 3 quarters.
Rise Advisors's Meritage Homes position peaked at $11.4K in Q1 2025.
402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.