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SFA
Sequoia Financial Advisors’s
Meritage Homes
MTH
Stock Holding History
Sequoia Financial 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
2026
Q1
$233K
Buy
3,772
+316
+9%
+$22.3K
﹤0.01%
1711
2025
Q4
$227K
Buy
+3,456
New
+$239K
﹤0.01%
1736
2025
Q2
–
Sell
-3,901
Closed
-$277K
–
1624
2025
Q1
$277K
Buy
3,901
+595
+18%
+$44.7K
﹤0.01%
1102
2024
Q4
$254K
Sell
3,306
-82
-2%
-$7.48K
﹤0.01%
1098
2024
Q3
$347K
Buy
3,388
+24
+0.7%
+$2.27K
﹤0.01%
907
2024
Q2
$272K
Sell
3,364
-14
-0.4%
-$1.18K
﹤0.01%
934
2024
Q1
$296K
Buy
3,378
+140
+4%
+$11.3K
﹤0.01%
869
2023
Q4
$282K
Sell
3,238
-150
-4%
-$10.3K
﹤0.01%
954
2023
Q3
$207K
Buy
3,388
+132
+4%
+$9.07K
﹤0.01%
853
2023
Q2
$232K
Buy
+3,256
New
+$204K
﹤0.01%
801
Other funds holding MTH
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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