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True Wealth Design’s Meritage Homes MTH Stock Holding History

True Wealth Design’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
Q3 		$4.53K Sell
72
-69
-49% -$4.88K ﹤0.01% 1377
2026
Q2 		$11.8K Buy
141
+140
+14,000% +$9.6K ﹤0.01% 1006
2026
Q1 		$62 Hold
1
– – ﹤0.01% 2539
2025
Q4 		$66 Sell
1
-10
-91% -$692 ﹤0.01% 2391
2025
Q3 		$797 Buy
11
+2
+22% +$149 ﹤0.01% 1830
2025
Q2 		$603 Buy
+9
New +$596 ﹤0.01% 1668

Other funds holding MTH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's MTH Position: Q3 2026 in Review

True Wealth Design reduced its Meritage Homes (MTH) stake by 49% in Q3 2026, selling an estimated $4.88K and leaving 72 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

True Wealth Design first reported a position in MTH in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.8K in Q2 2026. 32 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • True Wealth Design held 72 shares of Meritage Homes worth $4.53K as of Q3 2026.
  • True Wealth Design sold 69 Meritage Homes shares in Q3 2026, an estimated $4.88K.
  • Meritage Homes made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1377 holding.
  • True Wealth Design first reported a position in Meritage Homes in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Meritage Homes position peaked at $11.8K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.