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Wealth Preservation Advisors’s Meritage Homes MTH Stock Holding History

Wealth Preservation Advisors’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
Q2 		– Sell
-50
Closed -$3.09K – 618
2026
Q1 		$3.09K Buy
+50
New +$3.53K ﹤0.01% 547

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Preservation Advisors's MTH Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 50 shares — an estimated $3.09K sold.

Wealth Preservation Advisors first reported a position in MTH in Q1 2026 and held it in 1 quarter. The position peaked at $3.09K in Q1 2026. 400 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 50 Meritage Homes shares in Q2 2026, an estimated $3.09K.
  • Wealth Preservation Advisors first reported a position in Meritage Homes in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Meritage Homes position peaked at $3.09K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.