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HB Wealth Management’s Beazer Homes USA BZH Stock Holding History

HB Wealth Management’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 		$1.67M Buy
59,448
+833
+1% +$19.7K 0.01% 528
2026
Q1 		$1.13M Buy
58,615
+1,097
+2% +$25.3K 0.01% 615
2025
Q4 		$1.17M Buy
57,518
+53
+0.1% +$1.18K 0.01% 575
2025
Q3 		$1.41M Buy
57,465
+38
+0.1% +$933 0.01% 514
2025
Q2 		$1.28M Sell
57,427
-149
-0.3% -$3.09K 0.01% 470
2025
Q1 		$1.17M Buy
+57,576
New +$1.38M 0.01% 497

Other funds holding BZH

BlackRock
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
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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

HB Wealth Management's BZH Position: Q2 2026 in Review

HB Wealth Management increased its Beazer Homes USA (BZH) stake by 1.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 59,448 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #528.

HB Wealth Management first reported a position in BZH in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • HB Wealth Management held 59,448 shares of Beazer Homes USA worth $1.67M as of Q2 2026.
  • HB Wealth Management bought 833 Beazer Homes USA shares in Q2 2026, an estimated $19.7K.
  • Beazer Homes USA made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #528 holding.
  • HB Wealth Management first reported a position in Beazer Homes USA in Q1 2025 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.