Ethic Inc
BZH

Ethic Inc’s Beazer Homes USA BZH Stock Holding History

Ethic Inc’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
Q3 		$908K Buy
+27,224
New +$890K 0.01% 789
2024
Q3 		– Sell
-10,398
Closed -$286K – 1102
2024
Q2 		$286K Buy
+10,398
New +$295K 0.01% 925

Other funds holding BZH

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Creative Planning
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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ethic Inc's BZH Position: Q3 2026 in Review

Ethic Inc opened a new position in Beazer Homes USA (BZH) in Q3 2026: 27,224 shares worth $908K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Ethic Inc previously reported a position in BZH as recently as Q2 2024.

Ethic Inc first reported a position in BZH in Q2 2024 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • Ethic Inc held 27,224 shares of Beazer Homes USA worth $908K as of Q3 2026.
  • Beazer Homes USA was a new Ethic Inc position in Q3 2026.
  • Beazer Homes USA made up 0.01% of Ethic Inc's portfolio in Q3 2026, its #789 holding.
  • Ethic Inc first reported a position in Beazer Homes USA in Q2 2024 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on Ethic Inc's 13F filing for Q3 2026, filed 3 Nov 2026.