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Steward Partners Investment Advisory’s Meritage Homes MTH Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-94
Closed -$6.66K – 4213
2025
Q1 		$6.66K Sell
94
-170
-64% -$12.8K ﹤0.01% 3283
2024
Q4 		$20.3K Hold
264
– – ﹤0.01% 2788
2024
Q3 		$27.1K Hold
264
– – ﹤0.01% 2526
2024
Q2 		$21.4K Hold
264
– – ﹤0.01% 2511
2024
Q1 		$23.2K Hold
264
– – ﹤0.01% 2457
2023
Q4 		$23K Buy
+264
New +$18.2K ﹤0.01% 2338
2023
Q2 		– Sell
-9,000
Closed -$525K – 3359
2023
Q1 		$525K Hold
9,000
– – 0.01% 902
2022
Q4 		$415K Buy
+9,000
New +$364K 0.01% 975
2021
Q2 		– Sell
-200
Closed -$9.19K – 7286
2021
Q1 		$9.19K Buy
200
+182
+1,011% +$7.89K ﹤0.01% 2810
2020
Q4 		$1K Sell
18
-8,812
-100% -$417K ﹤0.01% 2795
2020
Q3 		$487K Buy
+8,830
New +$423K 0.01% 675
2018
Q3 		– Sell
-62
Closed -$1K – 2652
2018
Q2 		$1K Buy
+62
New +$1.39K ﹤0.01% 2365

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Steward Partners Investment Advisory's MTH Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Meritage Homes (MTH) in Q2 2025, closing a stake of 94 shares — an estimated $6.66K sold.

Steward Partners Investment Advisory first reported a position in MTH in Q2 2018 and held it in 12 quarters. The position peaked at $525K in Q1 2023. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Meritage Homes position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 94 Meritage Homes shares in Q2 2025, an estimated $6.66K.
  • Steward Partners Investment Advisory first reported a position in Meritage Homes in Q2 2018 and held it in 12 quarters.
  • Steward Partners Investment Advisory's Meritage Homes position peaked at $525K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.