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Summit Financial’s Meritage Homes MTH Stock Holding History

Summit Financial’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 		– Sell
-3,317
Closed -$218K – 1448
2025
Q4 		$218K Sell
3,317
-760
-19% -$52.6K ﹤0.01% 1216
2025
Q3 		$295K Buy
4,077
+313
+8% +$23.3K ﹤0.01% 1067
2025
Q2 		$252K Buy
+3,764
New +$249K 0.01% 729

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Financial's MTH Position: Q1 2026 in Review

Summit Financial sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 3,317 shares — an estimated $218K sold.

Summit Financial first reported a position in MTH in Q2 2025 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Summit Financial reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 3,317 Meritage Homes shares in Q1 2026, an estimated $218K.
  • Summit Financial first reported a position in Meritage Homes in Q2 2025 and held it in 3 quarters.
  • Summit Financial's Meritage Homes position peaked at $295K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.