Sound Income Strategies’s Meritage Homes MTH Stock Holding History

Sound Income Strategies’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	–	Sell	-226	Closed	-$14K	–	1676
2026 Q1	$14K	Buy	226 +1	+0.4%	+$71	﹤0.01%	1346
2025 Q4	$17.1K	Buy	+225	New	+$15.6K	﹤0.01%	1219
2025 Q1	–	Hold	0	–	–	–	1517
2024 Q4	–	Hold	0	–	–	–	1427

Other funds holding MTH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's MTH Position: Q2 2026 in Review

Sound Income Strategies sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 226 shares — an estimated $14K sold.

Sound Income Strategies first reported a position in MTH in Q4 2025 and held it in 2 quarters. The position peaked at $17.1K in Q4 2025. 247 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Sound Income Strategies reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 226 Meritage Homes shares in Q2 2026, an estimated $14K.
Sound Income Strategies first reported a position in Meritage Homes in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Meritage Homes position peaked at $17.1K in Q4 2025.
247 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.