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SageView Advisory Group’s Meritage Homes MTH Stock Holding History

SageView Advisory 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
-859
Closed -$56.5K – 1753
2025
Q4 		$56.5K Buy
+859
New +$59.5K ﹤0.01% 1027
2024
Q2 		– Sell
-11,478
Closed -$500K – 658
2024
Q1 		$500K Buy
+11,478
New +$929K 0.03% 323

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 $3.37T AUM 44.26% 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

SageView Advisory Group's MTH Position: Q1 2026 in Review

SageView Advisory Group sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 859 shares — an estimated $56.5K sold.

SageView Advisory Group first reported a position in MTH in Q1 2024 and held it in 2 quarters. The position peaked at $500K in Q1 2024. 411 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • SageView Advisory Group reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 859 Meritage Homes shares in Q1 2026, an estimated $56.5K.
  • SageView Advisory Group first reported a position in Meritage Homes in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Meritage Homes position peaked at $500K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.