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

Hemington 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
2025
Q3 		$4K Sell
173
-10
-5% -$246 ﹤0.01% 1174
2025
Q2 		$4K Sell
183
-12
-6% -$249 ﹤0.01% 1135
2025
Q1 		$3K Sell
195
-2
-1% -$48 ﹤0.01% 1170
2024
Q4 		$5K Hold
197
– – ﹤0.01% 993
2024
Q3 		$6K Buy
+197
New +$6.06K ﹤0.01% 858

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's BZH Position: Q3 2025 in Review

Hemington Wealth Management reduced its Beazer Homes USA (BZH) stake by 5.5% in Q3 2025, selling an estimated $246 and leaving 173 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Hemington Wealth Management first reported a position in BZH in Q3 2024 and has held it in 5 quarters since. The position peaked at $6K in Q3 2024. 195 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

  • Hemington Wealth Management held 173 shares of Beazer Homes USA worth $4K as of Q3 2025.
  • Hemington Wealth Management sold 10 Beazer Homes USA shares in Q3 2025, an estimated $246.
  • Beazer Homes USA made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1174 holding.
  • Hemington Wealth Management first reported a position in Beazer Homes USA in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Beazer Homes USA position peaked at $6K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.