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WealthTrak Capital Management’s Meritage Homes MTH Stock Holding History

WealthTrak Capital 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
Q2 		– Sell
-5
Closed -$355 – 1020
2025
Q1 		$355 Sell
5
-1
-17% -$75 ﹤0.01% 729
2024
Q4 		$462 Buy
+6
New +$547 ﹤0.01% 599

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

WealthTrak Capital Management's MTH Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Meritage Homes (MTH) in Q2 2025, closing a stake of 5 shares — an estimated $355 sold.

WealthTrak Capital Management first reported a position in MTH in Q4 2024 and held it in 2 quarters. The position peaked at $462 in Q4 2024. 393 funds tracked by Wall St. Rank hold MTH as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Meritage Homes position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Meritage Homes shares in Q2 2025, an estimated $355.
  • WealthTrak Capital Management first reported a position in Meritage Homes in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Meritage Homes position peaked at $462 in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.