Wealth Enhancement Advisory Services
MTH icon

Wealth Enhancement Advisory Services’s Meritage Homes MTH Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.66M Buy
43,884
+1,227
+3% +$86.8K ﹤0.01% 1485
2026
Q2 		$3.22M Buy
42,657
+6,101
+17% +$417K 0.01% 1268
2026
Q1 		$2.27M Buy
36,556
+5,374
+17% +$380K ﹤0.01% 1324
2025
Q4 		$2.1M Sell
31,182
-1,617
-5% -$112K ﹤0.01% 1482
2025
Q3 		$2.29M Buy
32,799
+1,057
+3% +$78.5K ﹤0.01% 1358
2025
Q2 		$2.24M Buy
31,742
+2,135
+7% +$141K ﹤0.01% 1301
2025
Q1 		$2.1M Buy
29,607
+3,049
+11% +$229K ﹤0.01% 1221
2024
Q4 		$2.04M Buy
26,558
+2,100
+9% +$192K ﹤0.01% 1180
2024
Q3 		$2.51M Buy
24,458
+388
+2% +$36.6K 0.01% 962
2024
Q2 		$1.95M Buy
24,070
+1,158
+5% +$97.4K ﹤0.01% 995
2024
Q1 		$2.01M Buy
22,912
+4,300
+23% +$348K 0.01% 941
2023
Q4 		$1.62M Buy
18,612
+64
+0.3% +$4.41K ﹤0.01% 976
2023
Q3 		$1.14M Buy
+18,548
New +$1.27M ﹤0.01% 1047

Other funds holding MTH

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's MTH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Meritage Homes (MTH) stake by 2.9% in Q3 2026, buying an estimated $86.8K and bringing the position to 43,884 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Wealth Enhancement Advisory Services first reported a position in MTH in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.22M in Q2 2026. 88 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 43,884 shares of Meritage Homes worth $2.66M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,227 Meritage Homes shares in Q3 2026, an estimated $86.8K.
  • Meritage Homes made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1485 holding.
  • Wealth Enhancement Advisory Services first reported a position in Meritage Homes in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Meritage Homes position peaked at $3.22M in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.