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 Q2	$1.49M	Hold	53,068	–	–	0.03%	178
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

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

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

MRCM

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Badgley Phelps Wealth Managers's BZH Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Beazer Homes USA (BZH) position steady in Q2 2026 at 53,068 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #178.

Badgley Phelps Wealth Managers first reported a position in BZH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2023. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

Badgley Phelps Wealth Managers held 53,068 shares of Beazer Homes USA worth $1.49M as of Q2 2026.
Badgley Phelps Wealth Managers left its Beazer Homes USA share count unchanged in Q2 2026.
Beazer Homes USA made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #178 holding.
Badgley Phelps Wealth Managers first reported a position in Beazer Homes USA in Q4 2023 and has held it in 11 quarters since.
Badgley Phelps Wealth Managers's Beazer Homes USA position peaked at $1.91M in Q4 2023.
188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.