NewEdge Advisors’s Beazer Homes USA BZH Stock Holding History

NewEdge Advisors’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	–	Sell	-485	Closed	-$10.8K	–	4117
2025 Q2	$10.8K	Buy	+485	New	+$10.1K	﹤0.01%	3186
2024 Q2	–	Sell	-10,598	Closed	-$348K	–	3823
2024 Q1	$348K	Sell	10,598 -2,062	-16%	-$63.8K	﹤0.01%	1556
2023 Q4	$399K	Buy	12,660 +319	+3%	+$8.72K	﹤0.01%	1409
2023 Q3	$307K	Buy	12,341 +213	+2%	+$6.14K	﹤0.01%	1420
2023 Q2	$343K	Buy	+12,128	New	+$247K	﹤0.01%	1397
2022 Q1	–	Sell	-11,175	Closed	-$259K	–	1216
2021 Q4	$259K	Buy	+11,175	New	+$225K	﹤0.01%	1403

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's BZH Position: Q3 2025 in Review

NewEdge Advisors sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 485 shares — an estimated $10.8K sold.

NewEdge Advisors first reported a position in BZH in Q4 2021 and held it in 6 quarters. The position peaked at $399K in Q4 2023. 195 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

NewEdge Advisors reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 485 Beazer Homes USA shares in Q3 2025, an estimated $10.8K.
NewEdge Advisors first reported a position in Beazer Homes USA in Q4 2021 and held it in 6 quarters.
NewEdge Advisors's Beazer Homes USA position peaked at $399K in Q4 2023.
195 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.