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Wealthspire Advisors (New York)’s Meritage Homes MTH Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-150
Closed -$10.9K – 2189
2025
Q3 		$10.9K Buy
+150
New +$11.1K ﹤0.01% 1977

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s MTH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Meritage Homes (MTH) in Q4 2025, closing a stake of 150 shares — an estimated $10.9K sold.

Wealthspire Advisors (New York) first reported a position in MTH in Q3 2025 and held it in 1 quarter. The position peaked at $10.9K in Q3 2025. 402 funds tracked by Wall St. Rank hold MTH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Meritage Homes position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 150 Meritage Homes shares in Q4 2025, an estimated $10.9K.
  • Wealthspire Advisors (New York) first reported a position in Meritage Homes in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Meritage Homes position peaked at $10.9K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.