Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Beazer Homes USA BZH Stock Holding History

Carson Wealth (CWM LLC)’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	$70.8K	Sell	3,682 -735	-17%	-$17K	﹤0.01%	3538
2025 Q4	$90K	Sell	4,417 -1,899	-30%	-$42.2K	﹤0.01%	3144
2025 Q3	$155K	Sell	6,316 -455	-7%	-$11.2K	﹤0.01%	2640
2025 Q2	$151K	Buy	6,771 +2,769	+69%	+$57.5K	﹤0.01%	2404
2025 Q1	$82K	Buy	4,002 +2,391	+148%	+$57.3K	﹤0.01%	2584
2024 Q4	$44K	Buy	1,611 +324	+25%	+$10.3K	﹤0.01%	2890
2024 Q3	$44K	Buy	1,287 +103	+9%	+$3.17K	﹤0.01%	2780
2024 Q2	$33K	Buy	1,184 +362	+44%	+$10.3K	﹤0.01%	2765
2024 Q1	$27K	Buy	822 +124	+18%	+$3.83K	﹤0.01%	2697
2023 Q4	$24K	Buy	698 +131	+23%	+$3.58K	﹤0.01%	2649
2023 Q3	$14K	Buy	567 +186	+49%	+$5.37K	﹤0.01%	2910
2023 Q2	$11K	Buy	381 +98	+35%	+$2K	﹤0.01%	3003
2023 Q1	$4K	Hold	283	–	–	﹤0.01%	3362
2022 Q4	$4K	Sell	283 -286	-50%	-$3.47K	﹤0.01%	3268
2022 Q3	$6K	Sell	569 -6	-1%	-$82	﹤0.01%	2944
2022 Q2	$7K	Buy	575 +441	+329%	+$6.45K	﹤0.01%	2781
2022 Q1	$2K	Buy	+134	New	+$2.38K	﹤0.01%	3139

Other funds holding BZH

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

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