Abacus Wealth Partners
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Abacus Wealth Partners’s Beazer Homes USA BZH Stock Holding History

Abacus Wealth Partners’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$805K Buy
24,152
+1,290
+6% +$42.2K 0.09% 81
2026
Q2 		$641K Sell
22,862
-18,893
-45% -$447K 0.07% 117
2026
Q1 		$803K Sell
41,755
-8,674
-17% -$200K 0.07% 128
2025
Q4 		$1.02M Buy
+50,429
New +$1.12M 0.1% 100

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Nuveen
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Russell Investments Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Abacus Wealth Partners's BZH Position: Q3 2026 in Review

Abacus Wealth Partners increased its Beazer Homes USA (BZH) stake by 5.6% in Q3 2026, buying an estimated $42.2K and bringing the position to 24,152 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #81.

Abacus Wealth Partners first reported a position in BZH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 89 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • Abacus Wealth Partners held 24,152 shares of Beazer Homes USA worth $805K as of Q3 2026.
  • Abacus Wealth Partners bought 1,290 Beazer Homes USA shares in Q3 2026, an estimated $42.2K.
  • Beazer Homes USA made up 0.09% of Abacus Wealth Partners's portfolio in Q3 2026, its #81 holding.
  • Abacus Wealth Partners first reported a position in Beazer Homes USA in Q4 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's Beazer Homes USA position peaked at $1.02M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.