Jamison Private Wealth Management’s Beazer Homes USA BZH Stock Holding History

Jamison Private 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	$2.91M	Sell	103,881 -617	-0.6%	-$14.6K	0.29%	75
2026 Q1	$2.01M	Buy	104,498 +25,044	+32%	+$578K	0.24%	88
2025 Q4	$1.61M	Sell	79,454 -1,676	-2%	-$37.3K	0.2%	97
2025 Q3	$1.99M	Sell	81,130 -823	-1%	-$20.2K	0.25%	83
2025 Q2	$1.83M	Sell	81,953 -727	-0.9%	-$15.1K	0.26%	82
2025 Q1	$1.69M	Buy	82,680 +4,125	+5%	+$98.9K	0.26%	89
2024 Q4	$2.16M	Sell	78,555 -208	-0.3%	-$6.64K	0.32%	74
2024 Q3	$2.69M	Hold	78,763	–	–	0.41%	61
2024 Q2	$2.16M	Hold	78,763	–	–	0.36%	64
2024 Q1	$2.58M	Hold	78,763	–	–	0.44%	57
2023 Q4	$2.66M	Sell	78,763 -541	-0.7%	-$14.8K	0.5%	53
2023 Q3	$1.98M	Buy	+79,304	New	+$2.29M	0.41%	65

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 $3.37T AUM 44.26% 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

Jamison Private Wealth Management's BZH Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Beazer Homes USA (BZH) stake by 0.59% in Q2 2026, selling an estimated $14.6K and leaving 103,881 shares worth $2.91M. The position accounts for 0.29% of the portfolio, ranked #75.

Jamison Private Wealth Management first reported a position in BZH in Q3 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

Jamison Private Wealth Management held 103,881 shares of Beazer Homes USA worth $2.91M as of Q2 2026.
Jamison Private Wealth Management sold 617 Beazer Homes USA shares in Q2 2026, an estimated $14.6K.
Beazer Homes USA made up 0.29% of Jamison Private Wealth Management's portfolio in Q2 2026, its #75 holding.
Jamison Private Wealth Management first reported a position in Beazer Homes USA in Q3 2023 and has held it in 12 quarters since.
188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.