Creative Planning
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Creative Planning’s Beazer Homes USA BZH Stock Holding History

Creative Planning’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 		$1.07M Sell
55,669
-3,744
-6% -$86.5K ﹤0.01% 2397
2025
Q4 		$1.2M Sell
59,413
-4,720
-7% -$105K ﹤0.01% 2141
2025
Q3 		$1.57M Buy
64,133
+18,032
+39% +$443K ﹤0.01% 1736
2025
Q2 		$1.03M Buy
46,101
+31,572
+217% +$655K ﹤0.01% 1824
2025
Q1 		$296K Buy
14,529
+5,050
+53% +$121K ﹤0.01% 2769
2024
Q4 		$260K Buy
9,479
+1,119
+13% +$35.7K ﹤0.01% 2785
2024
Q3 		$286K Buy
+8,360
New +$257K ﹤0.01% 2555
2024
Q2 		– Sell
-6,898
Closed -$226K – 3087
2024
Q1 		$226K Buy
6,898
+979
+17% +$30.3K ﹤0.01% 2484
2023
Q4 		$200K Buy
+5,919
New +$162K ﹤0.01% 2436
2023
Q2 		– Sell
-72
Closed -$1.14K – 2678
2023
Q1 		$1.14K Buy
+72
New +$1.07K ﹤0.01% 2535
2021
Q1 		– Sell
-36,196
Closed -$548K – 2619
2020
Q4 		$548K Sell
36,196
-10,455
-22% -$150K ﹤0.01% 1258
2020
Q3 		$616K Buy
46,651
+13,300
+40% +$155K ﹤0.01% 1025
2020
Q2 		$336K Hold
33,351
– – ﹤0.01% 1240
2020
Q1 		$215K Buy
33,351
+1,598
+5% +$19.8K ﹤0.01% 1358
2019
Q4 		$449K Buy
31,753
+3,609
+13% +$54.7K ﹤0.01% 1170
2019
Q3 		$419K Hold
28,144
– – ﹤0.01% 1170
2019
Q2 		$270K Hold
28,144
– – ﹤0.01% 1433
2019
Q1 		$324K Buy
28,144
+450
+2% +$5.38K ﹤0.01% 1290
2018
Q4 		$263K Sell
27,694
-690
-2% -$6.86K ﹤0.01% 1322
2018
Q3 		$298K Buy
28,384
+1,292
+5% +$17K ﹤0.01% 1399
2018
Q2 		$400K Sell
27,092
-140
-0.5% -$2.15K ﹤0.01% 1198
2018
Q1 		$434K Buy
27,232
+200
+0.7% +$3.54K ﹤0.01% 1150
2017
Q4 		$519K Buy
+27,032
New +$543K ﹤0.01% 1051
2017
Q3 		– Sell
-1,155
Closed -$16K – 2138
2017
Q2 		$16K Sell
1,155
-2,960
-72% -$38.3K ﹤0.01% 3309
2017
Q1 		$50K Buy
4,115
+420
+11% +$5.39K ﹤0.01% 2472
2016
Q4 		$49K Buy
3,695
+1,775
+92% +$21.9K ﹤0.01% 2404
2016
Q3 		$22K Sell
1,920
-4,800
-71% -$48.9K ﹤0.01% 2993
2016
Q2 		$52K Buy
6,720
+580
+9% +$4.7K ﹤0.01% 2114
2016
Q1 		$54K Buy
6,140
+4,151
+209% +$34.5K ﹤0.01% 2039
2015
Q4 		$23K Buy
1,989
+119
+6% +$1.63K ﹤0.01% 2736
2015
Q3 		$25K Buy
+1,870
New +$32.6K ﹤0.01% 2549
2015
Q2 		– Sell
-2,370
Closed -$42K – 1363
2015
Q1 		$42K Buy
2,370
+960
+68% +$16.3K ﹤0.01% 2137
2014
Q4 		$27K Sell
1,410
-20
-1% -$366 ﹤0.01% 2433
2014
Q3 		$24K Sell
1,430
-100
-7% -$1.84K ﹤0.01% 2409
2014
Q2 		$32K Hold
1,530
– – ﹤0.01% 2172
2014
Q1 		$31K Hold
1,530
– – ﹤0.01% 2114
2013
Q4 		$37K Hold
1,530
– – ﹤0.01% 1792
2013
Q3 		$28K Buy
1,530
+700
+84% +$12.3K ﹤0.01% 1885
2013
Q2 		$15K Buy
+830
New +$15.1K ﹤0.01% 2082

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.58B 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

Creative Planning's BZH Position: Q1 2026 in Review

Creative Planning reduced its Beazer Homes USA (BZH) stake by 6.3% in Q1 2026, selling an estimated $86.5K and leaving 55,669 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Creative Planning first reported a position in BZH in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.57M in Q3 2025. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Creative Planning held 55,669 shares of Beazer Homes USA worth $1.07M as of Q1 2026.
  • Creative Planning sold 3,744 Beazer Homes USA shares in Q1 2026, an estimated $86.5K.
  • Beazer Homes USA made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2397 holding.
  • Creative Planning first reported a position in Beazer Homes USA in Q2 2013 and has held it in 39 quarters since.
  • Creative Planning's Beazer Homes USA position peaked at $1.57M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.