Stephens Consulting’s Meritage Homes MTH Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1	Closed	-$67	–	885
2025 Q2	$67	Sell	1 -24	-96%	-$1.59K	﹤0.01%	1086
2025 Q1	$1.77K	Buy	+25	New	+$1.88K	﹤0.01%	468

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stephens Consulting's MTH Position: Q3 2025 in Review

Stephens Consulting sold out of Meritage Homes (MTH) in Q3 2025, closing a stake of 1 share — an estimated $67 sold.

Stephens Consulting first reported a position in MTH in Q1 2025 and held it in 2 quarters. The position peaked at $1.77K in Q1 2025. 408 funds tracked by Wall St. Rank hold MTH as of Q3 2025.

Stephens Consulting reported no remaining Meritage Homes position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Meritage Homes share in Q3 2025, an estimated $67.
Stephens Consulting first reported a position in Meritage Homes in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Meritage Homes position peaked at $1.77K in Q1 2025.
408 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.