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Vest Financial’s Meritage Homes MTH Stock Holding History

Vest 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
-18,731
Closed -$1.23M – 431
2025
Q4 		$1.23M Sell
18,731
-12,004
-39% -$831K 0.02% 358
2025
Q3 		$2.23M Sell
30,735
-5,575
-15% -$414K 0.03% 294
2025
Q2 		$2.43M Sell
36,310
-1,310
-3% -$86.8K 0.03% 253
2025
Q1 		$2.67M Buy
37,620
+5,944
+19% +$447K 0.04% 207
2024
Q4 		$1.22M Buy
31,676
+17,172
+118% +$1.57M 0.02% 216
2024
Q3 		$1.49M Buy
14,504
+952
+7% +$89.9K 0.03% 177
2024
Q2 		$1.1M Buy
13,552
+2,760
+26% +$232K 0.03% 178
2024
Q1 		$947K Buy
+10,792
New +$873K 0.03% 134

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

Vest Financial's MTH Position: Q1 2026 in Review

Vest Financial sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 18,731 shares — an estimated $1.23M sold.

Vest Financial first reported a position in MTH in Q1 2024 and held it in 8 quarters. The position peaked at $2.67M in Q1 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Vest Financial reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
  • Vest Financial sold 18,731 Meritage Homes shares in Q1 2026, an estimated $1.23M.
  • Vest Financial first reported a position in Meritage Homes in Q1 2024 and held it in 8 quarters.
  • Vest Financial's Meritage Homes position peaked at $2.67M in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.