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

JPL 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
Q1 		$481 Buy
+25
New +$577 ﹤0.01% 1314
2025
Q4 		– Sell
-25
Closed -$614 – 270
2025
Q3 		$614 Buy
+25
New +$614 ﹤0.01% 1050

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JPL Wealth Management's BZH Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Beazer Homes USA (BZH) in Q1 2026: 25 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BZH as recently as Q3 2025.

JPL Wealth Management first reported a position in BZH in Q3 2025 and has held it in 2 quarters since. The position peaked at $614 in Q3 2025. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • JPL Wealth Management held 25 shares of Beazer Homes USA worth $481 as of Q1 2026.
  • Beazer Homes USA was a new JPL Wealth Management position in Q1 2026.
  • Beazer Homes USA made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1314 holding.
  • JPL Wealth Management first reported a position in Beazer Homes USA in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Beazer Homes USA position peaked at $614 in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.