Venturi Wealth Management’s Meritage Homes MTH Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-1,200	Closed	-$92.3K	–	1370
2024 Q4	$92.3K	Buy	+1,200	New	+$109K	﹤0.01%	815

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Venturi Wealth Management's MTH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Meritage Homes (MTH) in Q1 2025, closing a stake of 1,200 shares — an estimated $92.3K sold.

Venturi Wealth Management first reported a position in MTH in Q4 2024 and held it in 1 quarter. The position peaked at $92.3K in Q4 2024. 391 funds tracked by Wall St. Rank hold MTH as of Q1 2025.

Venturi Wealth Management reported no remaining Meritage Homes position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 1,200 Meritage Homes shares in Q1 2025, an estimated $92.3K.
Venturi Wealth Management first reported a position in Meritage Homes in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's Meritage Homes position peaked at $92.3K in Q4 2024.
391 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.