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Root Financial Partners’s Beazer Homes USA BZH Stock Holding History

Root Financial Partners’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 		– Sell
-50
Closed -$962 – 844
2026
Q1 		$962 Buy
+50
New +$1.16K ﹤0.01% 2629

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Root Financial Partners's BZH Position: Q2 2026 in Review

Root Financial Partners sold out of Beazer Homes USA (BZH) in Q2 2026, closing a stake of 50 shares — an estimated $962 sold.

Root Financial Partners first reported a position in BZH in Q1 2026 and held it in 1 quarter. The position peaked at $962 in Q1 2026. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • Root Financial Partners reported no remaining Beazer Homes USA position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Beazer Homes USA shares in Q2 2026, an estimated $962.
  • Root Financial Partners first reported a position in Beazer Homes USA in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Beazer Homes USA position peaked at $962 in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.