EverSource Wealth Advisors’s Beazer Homes USA BZH Stock Holding History

EverSource Wealth Advisors’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	$18.2K	Buy	649 +488	+303%	+$11.5K	﹤0.01%	2504
2026 Q1	$3.1K	Sell	161 -51	-24%	-$1.18K	﹤0.01%	3485
2025 Q4	$4.3K	Sell	212 -100	-32%	-$2.23K	﹤0.01%	3184
2025 Q3	$7.66K	Sell	312 -5	-2%	-$123	﹤0.01%	2962
2025 Q2	$7.09K	Sell	317 -22	-6%	-$457	﹤0.01%	3000
2025 Q1	$6.91K	Buy	339 +326	+2,508%	+$7.82K	﹤0.01%	2332
2024 Q4	$357	Buy	+13	New	+$415	﹤0.01%	3298
2022 Q2	–	Sell	-177	Closed	-$3K	–	1728
2022 Q1	$3K	Buy	+177	New	+$3.14K	﹤0.01%	1401

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's BZH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Beazer Homes USA (BZH) stake by 303% in Q2 2026, buying an estimated $11.5K and bringing the position to 649 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

EverSource Wealth Advisors first reported a position in BZH in Q1 2022 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

EverSource Wealth Advisors held 649 shares of Beazer Homes USA worth $18.2K as of Q2 2026.
EverSource Wealth Advisors bought 488 Beazer Homes USA shares in Q2 2026, an estimated $11.5K.
Beazer Homes USA made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2504 holding.
EverSource Wealth Advisors first reported a position in Beazer Homes USA in Q1 2022 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.