Atria Wealth Solutions’s Beazer Homes USA BZH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.27M	Buy	56,940 +2,005	+4%	+$41.6K	0.03%	555
2025 Q1	$1.12M	Buy	54,935 +41,112	+297%	+$986K	0.01%	838
2024 Q4	$380K	Sell	13,823 -1,120	-7%	-$35.8K	﹤0.01%	1413
2024 Q3	$511K	Sell	14,943 -1,169	-7%	-$36K	0.01%	1240
2024 Q2	$443K	Buy	+16,112	New	+$457K	﹤0.01%	1302

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's BZH Position: Q2 2025 in Review

Atria Wealth Solutions increased its Beazer Homes USA (BZH) stake by 3.6% in Q2 2025, buying an estimated $41.6K and bringing the position to 56,940 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #555.

Atria Wealth Solutions first reported a position in BZH in Q2 2024 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold BZH as of Q2 2025.

Atria Wealth Solutions held 56,940 shares of Beazer Homes USA worth $1.27M as of Q2 2025.
Atria Wealth Solutions bought 2,005 Beazer Homes USA shares in Q2 2025, an estimated $41.6K.
Beazer Homes USA made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #555 holding.
Atria Wealth Solutions first reported a position in Beazer Homes USA in Q2 2024 and has held it in 5 quarters since.
198 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.