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Whittier Trust’s Meritage Homes MTH Stock Holding History

Whittier Trust’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
Q1 		$3.41K Hold
54
– – ﹤0.01% 1244
2025
Q4 		$3.64K Hold
54
– – ﹤0.01% 1254
2025
Q3 		$4.04K Sell
54
-132
-71% -$9.81K ﹤0.01% 1250
2025
Q2 		$12.5K Sell
186
-474
-72% -$31.4K ﹤0.01% 1200
2025
Q1 		$46.8K Hold
660
– – ﹤0.01% 944
2024
Q4 		$50.8K Hold
660
– – ﹤0.01% 934
2024
Q3 		$67.7K Sell
660
-398
-38% -$37.6K ﹤0.01% 874
2024
Q2 		$85.6K Hold
1,058
– – ﹤0.01% 805
2024
Q1 		$92.8K Sell
1,058
-98
-8% -$7.93K ﹤0.01% 797
2023
Q4 		$101K Hold
1,156
– – ﹤0.01% 766
2023
Q3 		$70.7K Sell
1,156
-56
-5% -$3.85K ﹤0.01% 843
2023
Q2 		$86.2K Sell
1,212
-428
-26% -$26.9K ﹤0.01% 810
2023
Q1 		$95.7K Sell
1,640
-338
-17% -$18.2K ﹤0.01% 820
2022
Q4 		$91.2K Sell
1,978
-4,380
-69% -$177K ﹤0.01% 837
2022
Q3 		$223K Hold
6,358
– – ﹤0.01% 609
2022
Q2 		$230K Sell
6,358
-89,450
-93% -$3.57M ﹤0.01% 605
2022
Q1 		$3.79M Buy
95,808
+5,602
+6% +$274K 0.06% 224
2021
Q4 		$5.51M Buy
90,206
+4,958
+6% +$277K 0.09% 183
2021
Q3 		$4.13M Buy
85,248
+42,946
+102% +$2.21M 0.08% 204
2021
Q2 		$1.99M Buy
42,302
+3,892
+10% +$196K 0.04% 268
2021
Q1 		$1.77M Buy
38,410
+4,366
+13% +$189K 0.03% 281
2020
Q4 		$1.41M Buy
34,044
+1,922
+6% +$90.9K 0.03% 286
2020
Q3 		$1.77M Buy
+32,122
New +$1.54M 0.04% 256

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Whittier Trust's MTH Position: Q1 2026 in Review

Whittier Trust held its Meritage Homes (MTH) position steady in Q1 2026 at 54 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Whittier Trust first reported a position in MTH in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.51M in Q4 2021. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Whittier Trust held 54 shares of Meritage Homes worth $3.41K as of Q1 2026.
  • Whittier Trust left its Meritage Homes share count unchanged in Q1 2026.
  • Meritage Homes made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1244 holding.
  • Whittier Trust first reported a position in Meritage Homes in Q3 2020 and has held it in 23 quarters since.
  • Whittier Trust's Meritage Homes position peaked at $5.51M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.