UBS AM
MTH icon

UBS AM’s Meritage Homes MTH Stock Holding History

UBS AM’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 		$11.2M Sell
180,480
-4,668
-3% -$330K ﹤0.01% 1140
2025
Q4 		$12.2M Buy
185,148
+403
+0.2% +$27.9K ﹤0.01% 1043
2025
Q3 		$13.4M Sell
184,745
-168,871
-48% -$12.5M ﹤0.01% 978
2025
Q2 		$23.7M Buy
353,616
+34,466
+11% +$2.28M ﹤0.01% 988
2025
Q1 		$22.6M Buy
319,150
+4,462
+1% +$335K 0.01% 911
2024
Q4 		$24.2M Sell
314,688
-2,790
-0.9% -$255K 0.01% 883
2024
Q3 		$32.6M Buy
317,478
+115,322
+57% +$10.9M 0.01% 783
2024
Q2 		$16.4M Buy
202,156
+89,486
+79% +$7.53M ﹤0.01% 936
2024
Q1 		$9.88M Buy
112,670
+17,970
+19% +$1.45M ﹤0.01% 1003
2023
Q4 		$8.25M Buy
94,700
+6,090
+7% +$420K ﹤0.01% 1067
2023
Q3 		$5.42M Buy
88,610
+3,834
+5% +$264K ﹤0.01% 1179
2023
Q2 		$4.95M Hold
84,776
– – ﹤0.01% 1230
2023
Q1 		$4.95M Buy
84,776
+1,122
+1% +$60.3K ﹤0.01% 1230
2022
Q4 		$3.86M Buy
83,654
+1,224
+1% +$49.5K ﹤0.01% 1255
2022
Q3 		$2.9M Sell
82,430
-16,182
-16% -$655K ﹤0.01% 1407
2022
Q2 		$3.57M Sell
98,612
-250
-0.3% -$9.98K ﹤0.01% 1345
2022
Q1 		$3.92M Buy
98,862
+12,778
+15% +$624K ﹤0.01% 1460
2021
Q4 		$5.25M Sell
86,084
-7,560
-8% -$422K ﹤0.01% 1393
2021
Q3 		$4.54M Buy
93,644
+946
+1% +$48.7K ﹤0.01% 1388
2021
Q2 		$4.36M Buy
92,698
+6,330
+7% +$320K ﹤0.01% 1436
2021
Q1 		$3.97M Sell
86,368
-1,350
-2% -$58.5K ﹤0.01% 1436
2020
Q4 		$3.63M Sell
87,718
-6,540
-7% -$309K ﹤0.01% 1427
2020
Q3 		$5.2M Buy
94,258
+10,334
+12% +$495K ﹤0.01% 1131
2020
Q2 		$3.19M Buy
83,924
+1,112
+1% +$32.8K ﹤0.01% 1324
2020
Q1 		$1.51M Buy
82,812
+2,270
+3% +$68.9K ﹤0.01% 1530
2019
Q4 		$2.46M Sell
80,542
-2,464
-3% -$84.5K ﹤0.01% 1505
2019
Q3 		$2.92M Buy
83,006
+1,166
+1% +$36.4K ﹤0.01% 1433
2019
Q2 		$2.1M Buy
81,840
+1,508
+2% +$38.1K ﹤0.01% 1565
2019
Q1 		$1.8M Buy
80,332
+21,344
+36% +$457K ﹤0.01% 1574
2018
Q4 		$1.08M Buy
58,988
+7,654
+15% +$141K ﹤0.01% 1718
2018
Q3 		$1.02M Buy
51,334
+1,442
+3% +$31.4K ﹤0.01% 1803
2018
Q2 		$1.1M Sell
49,892
-3,600
-7% -$81K ﹤0.01% 1783
2018
Q1 		$1.21M Buy
53,492
+5,194
+11% +$124K ﹤0.01% 1703
2017
Q4 		$1.24M Buy
48,298
+1,894
+4% +$46.9K ﹤0.01% 1653
2017
Q3 		$1.03M Buy
46,404
+394
+0.9% +$8.23K ﹤0.01% 1694
2017
Q2 		$971K Buy
46,010
+838
+2% +$16.6K ﹤0.01% 1665
2017
Q1 		$831K Buy
45,172
+16,880
+60% +$302K ﹤0.01% 1705
2016
Q4 		$493K Sell
28,292
-18,200
-39% -$315K ﹤0.01% 1821
2016
Q3 		$807K Hold
46,492
– – ﹤0.01% 1769
2016
Q2 		$873K Buy
46,492
+1,444
+3% +$26.2K ﹤0.01% 1721
2016
Q1 		$821K Sell
45,048
-1,000
-2% -$15.9K ﹤0.01% 1712
2015
Q4 		$783K Buy
46,048
+1,028
+2% +$18.8K ﹤0.01% 1837
2015
Q3 		$822K Buy
45,020
+13,022
+41% +$280K ﹤0.01% 1804
2015
Q2 		$753K Buy
31,998
+4,600
+17% +$104K ﹤0.01% 1826
2015
Q1 		$666K Buy
27,398
+1,600
+6% +$32.3K ﹤0.01% 1820
2014
Q4 		$464K Buy
25,798
+2,000
+8% +$36.5K ﹤0.01% 1983
2014
Q3 		$422K Sell
23,798
-373,928
-94% -$7.5M ﹤0.01% 1965
2014
Q2 		$8.39M Sell
397,726
-41,278
-9% -$837K 0.01% 909
2014
Q1 		$9.19M Sell
439,004
-9,598
-2% -$219K 0.01% 872
2013
Q4 		$10.8M Buy
448,602
+82,730
+23% +$1.79M 0.01% 811
2013
Q3 		$7.86M Buy
365,872
+11,628
+3% +$250K 0.01% 864
2013
Q2 		$7.68M Buy
+354,244
New +$8.27M 0.01% 846

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

UBS AM's MTH Position: Q1 2026 in Review

UBS AM reduced its Meritage Homes (MTH) stake by 2.5% in Q1 2026, selling an estimated $330K and leaving 180,480 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

UBS AM first reported a position in MTH in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q3 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • UBS AM held 180,480 shares of Meritage Homes worth $11.2M as of Q1 2026.
  • UBS AM sold 4,668 Meritage Homes shares in Q1 2026, an estimated $330K.
  • Meritage Homes made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1140 holding.
  • UBS AM first reported a position in Meritage Homes in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's Meritage Homes position peaked at $32.6M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.