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Badgley Phelps Wealth Managers’s Beazer Homes USA BZH Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$1.02M Hold
53,068
– – 0.02% 198
2025
Q4 		$1.08M Hold
53,068
– – 0.02% 189
2025
Q3 		$1.3M Hold
53,068
– – 0.03% 171
2025
Q2 		$1.19M Hold
53,068
– – 0.03% 170
2025
Q1 		$1.08M Hold
53,068
– – 0.03% 171
2024
Q4 		$1.46M Hold
53,068
– – 0.03% 159
2024
Q3 		$1.81M Hold
53,068
– – 0.04% 151
2024
Q2 		$1.46M Hold
53,068
– – 0.04% 152
2024
Q1 		$1.74M Sell
53,068
-3,320
-6% -$103K 0.04% 146
2023
Q4 		$1.91M Buy
+56,388
New +$1.54M 0.05% 137

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return