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Summit Global Investments’s Meritage Homes MTH Stock Holding History

Summit Global Investments’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 		$1.07M Sell
12,803
-483
-4% -$33K 0.06% 194
2026
Q1 		$822K Buy
+13,286
New +$939K 0.05% 228
2025
Q4 		– Sell
-2,967
Closed -$215K – 520
2025
Q3 		$215K Sell
2,967
-172
-5% -$12.8K 0.01% 447
2025
Q2 		$210K Buy
3,139
+14
+0.4% +$928 0.01% 445
2025
Q1 		$221K Sell
3,125
-3,485
-53% -$262K 0.02% 398
2024
Q4 		$508K Sell
6,610
-8,400
-56% -$766K 0.03% 361
2024
Q3 		$1.54M Sell
15,010
-1,706
-10% -$161K 0.1% 161
2024
Q2 		$1.35M Buy
16,716
+238
+1% +$20K 0.09% 179
2024
Q1 		$1.45M Buy
16,478
+6,702
+69% +$542K 0.11% 140
2023
Q4 		$852K Sell
9,776
-10,812
-53% -$745K 0.06% 258
2023
Q3 		$1.26M Buy
20,588
+5,180
+34% +$356K 0.08% 174
2023
Q2 		$1.1M Sell
15,408
-2,660
-15% -$167K 0.07% 210
2023
Q1 		$1.05M Hold
18,068
– – 0.08% 226
2022
Q4 		$833K Buy
18,068
+200
+1% +$8.09K 0.07% 225
2022
Q3 		$628K Buy
+17,868
New +$723K 0.06% 270

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Global Investments's MTH Position: Q2 2026 in Review

Summit Global Investments reduced its Meritage Homes (MTH) stake by 3.6% in Q2 2026, selling an estimated $33K and leaving 12,803 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #194.

Summit Global Investments first reported a position in MTH in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2024. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Summit Global Investments held 12,803 shares of Meritage Homes worth $1.07M as of Q2 2026.
  • Summit Global Investments sold 483 Meritage Homes shares in Q2 2026, an estimated $33K.
  • Meritage Homes made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #194 holding.
  • Summit Global Investments first reported a position in Meritage Homes in Q3 2022 and has held it in 15 quarters since.
  • Summit Global Investments's Meritage Homes position peaked at $1.54M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.