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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
Q2 		$927 Buy
33
+8
+32% +$189 ﹤0.01% 1305
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

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 $3.37T AUM 44.26% 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

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

JPL Wealth Management increased its Beazer Homes USA (BZH) stake by 32% in Q2 2026, buying an estimated $189 and bringing the position to 33 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

JPL Wealth Management first reported a position in BZH in Q3 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • JPL Wealth Management held 33 shares of Beazer Homes USA worth $927 as of Q2 2026.
  • JPL Wealth Management bought 8 Beazer Homes USA shares in Q2 2026, an estimated $189.
  • Beazer Homes USA made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1305 holding.
  • JPL Wealth Management first reported a position in Beazer Homes USA in Q3 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.