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Pension & Wealth Management Advisors’s Beazer Homes USA BZH Stock Holding History

Pension & Wealth Management 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
2026
Q1 		– Sell
-12
Closed -$243 – 523
2025
Q4 		$243 Hold
12
– – ﹤0.01% 516
2025
Q3 		$295 Buy
+12
New +$295 ﹤0.01% 525

Other funds holding BZH

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $59.9B AUM 27.01% 1-Year Est. Return

Pension & Wealth Management Advisors's BZH Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Beazer Homes USA (BZH) in Q1 2026, closing a stake of 12 shares — an estimated $243 sold.

Pension & Wealth Management Advisors first reported a position in BZH in Q3 2025 and held it in 2 quarters. The position peaked at $295 in Q3 2025. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Beazer Homes USA position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 12 Beazer Homes USA shares in Q1 2026, an estimated $243.
  • Pension & Wealth Management Advisors first reported a position in Beazer Homes USA in Q3 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Beazer Homes USA position peaked at $295 in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.