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Shelton Capital Management’s Meritage Homes MTH Stock Holding History

Shelton Capital Management’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
Q1 		– Sell
-2,836
Closed -$218K – 738
2024
Q4 		$218K Sell
2,836
-208
-7% -$19K 0.01% 657
2024
Q3 		$312K Hold
3,044
– – 0.01% 482
2024
Q2 		$246K Sell
3,044
-268
-8% -$22.5K 0.01% 583
2024
Q1 		$291K Sell
3,312
-112
-3% -$9.06K 0.01% 547
2023
Q4 		$298K Sell
3,424
-166
-5% -$11.4K 0.01% 504
2023
Q3 		$220K Sell
3,590
-394
-10% -$27.1K 0.01% 613
2023
Q2 		$283K Sell
3,984
-316
-7% -$19.8K 0.01% 527
2023
Q1 		$251K Sell
4,300
-284
-6% -$15.3K 0.01% 568
2022
Q4 		$211K Buy
+4,584
New +$185K 0.02% 622
2022
Q1 		– Sell
-4,784
Closed -$292K – 852
2021
Q4 		$292K Sell
4,784
-154
-3% -$8.6K 0.01% 576
2021
Q3 		$239K Hold
4,938
– – 0.01% 673
2021
Q2 		$232K Hold
4,938
– – 0.01% 707
2021
Q1 		$227K Hold
4,938
– – 0.01% 700
2020
Q4 		$204K Hold
4,938
– – 0.01% 682
2020
Q3 		$273K Buy
+4,938
New +$236K 0.01% 575
2019
Q4 		– Sell
-6,740
Closed -$237K – 857
2019
Q3 		$237K Buy
+6,740
New +$210K 0.01% 660

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Shelton Capital Management's MTH Position: Q1 2025 in Review

Shelton Capital Management sold out of Meritage Homes (MTH) in Q1 2025, closing a stake of 2,836 shares — an estimated $218K sold.

Shelton Capital Management first reported a position in MTH in Q3 2019 and held it in 16 quarters. The position peaked at $312K in Q3 2024. 391 funds tracked by Wall St. Rank hold MTH as of Q1 2025.

  • Shelton Capital Management reported no remaining Meritage Homes position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 2,836 Meritage Homes shares in Q1 2025, an estimated $218K.
  • Shelton Capital Management first reported a position in Meritage Homes in Q3 2019 and held it in 16 quarters.
  • Shelton Capital Management's Meritage Homes position peaked at $312K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.