Carson Wealth (CWM LLC)
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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

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BZH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Beazer Homes USA (BZH) stake by 17% in Q1 2026, selling an estimated $17K and leaving 3,682 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Carson Wealth (CWM LLC) first reported a position in BZH in Q1 2022 and has held it in 17 quarters since. The position peaked at $155K in Q3 2025. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,682 shares of Beazer Homes USA worth $70.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 735 Beazer Homes USA shares in Q1 2026, an estimated $17K.
  • Beazer Homes USA made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3538 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beazer Homes USA in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Beazer Homes USA position peaked at $155K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.