Wellington Management Group
MTH icon

Wellington Management Group’s Meritage Homes MTH Stock Holding History

Wellington Management Group’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 		$64.8M Buy
772,275
+94,656
+14% +$6.46M 0.01% 674
2026
Q1 		$41.9M Sell
677,619
-436,962
-39% -$30.9M 0.01% 784
2025
Q4 		$73.3M Buy
1,114,581
+42,831
+4% +$2.97M 0.01% 628
2025
Q3 		$77.6M Sell
1,071,750
-102
-0% -$7.58K 0.01% 613
2025
Q2 		$71.8M Buy
1,071,852
+50
+0% +$3.31K 0.01% 606
2025
Q1 		$76M Buy
1,071,802
+504,844
+89% +$37.9M 0.01% 576
2024
Q4 		$43.6M Sell
566,958
-179,668
-24% -$16.4M 0.01% 744
2024
Q3 		$76.6M Sell
746,626
-271,752
-27% -$25.7M 0.01% 598
2024
Q2 		$82.4M Sell
1,018,378
-502,062
-33% -$42.2M 0.01% 582
2024
Q1 		$133M Buy
1,520,440
+358,122
+31% +$29M 0.02% 488
2023
Q4 		$101M Sell
1,162,318
-124,142
-10% -$8.56M 0.02% 558
2023
Q3 		$78.7M Sell
1,286,460
-280,712
-18% -$19.3M 0.02% 590
2023
Q2 		$111M Sell
1,567,172
-7,230
-0.5% -$454K 0.02% 523
2023
Q1 		$91.9M Buy
1,574,402
+1,070,736
+213% +$57.6M 0.02% 558
2022
Q4 		$23.2M Sell
503,666
-31,608
-6% -$1.28M ﹤0.01% 881
2022
Q3 		$18.8M Buy
535,274
+88,600
+20% +$3.58M ﹤0.01% 926
2022
Q2 		$16.2M Buy
+446,674
New +$17.8M ﹤0.01% 999
2020
Q2 		– Sell
-42,534
Closed -$776K – 1932
2020
Q1 		$776K Sell
42,534
-7,026
-14% -$213K ﹤0.01% 1598
2019
Q4 		$1.51M Buy
49,560
+30,958
+166% +$1.06M ﹤0.01% 1611
2019
Q3 		$654K Buy
+18,602
New +$581K ﹤0.01% 1821

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

Wellington Management Group's MTH Position: Q2 2026 in Review

Wellington Management Group increased its Meritage Homes (MTH) stake by 14% in Q2 2026, buying an estimated $6.46M and bringing the position to 772,275 shares worth $64.8M. The position accounts for 0.01% of the portfolio, ranked #674.

Wellington Management Group first reported a position in MTH in Q3 2019 and has held it in 20 quarters since. The position peaked at $133M in Q1 2024. 400 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Wellington Management Group held 772,275 shares of Meritage Homes worth $64.8M as of Q2 2026.
  • Wellington Management Group bought 94,656 Meritage Homes shares in Q2 2026, an estimated $6.46M.
  • Meritage Homes made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #674 holding.
  • Wellington Management Group first reported a position in Meritage Homes in Q3 2019 and has held it in 20 quarters since.
  • Wellington Management Group's Meritage Homes position peaked at $133M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.