True Wealth Design
BZH

True Wealth Design’s Beazer Homes USA BZH Stock Holding History

True Wealth Design’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
Q3 		– Sell
-12
Closed -$337 – 2622
2026
Q2 		$337 Buy
12
+11
+1,100% +$260 ﹤0.01% 2322
2026
Q1 		$20 Sell
1
-3
-75% -$69 ﹤0.01% 2643
2025
Q4 		$82 Sell
4
-2
-33% -$44 ﹤0.01% 2366
2025
Q3 		$148 Hold
6
– – ﹤0.01% 2367
2025
Q2 		$135 Sell
6
-5
-45% -$104 ﹤0.01% 2164
2025
Q1 		$225 Buy
11
+8
+267% +$192 ﹤0.01% 1902
2024
Q4 		$83 Buy
+3
New +$96 ﹤0.01% 1288

Other funds holding BZH

Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

True Wealth Design's BZH Position: Q3 2026 in Review

True Wealth Design sold out of Beazer Homes USA (BZH) in Q3 2026, closing a stake of 12 shares — an estimated $337 sold.

True Wealth Design first reported a position in BZH in Q4 2024 and held it in 7 quarters. The position peaked at $337 in Q2 2026. 36 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • True Wealth Design reported no remaining Beazer Homes USA position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 12 Beazer Homes USA shares in Q3 2026, an estimated $337.
  • True Wealth Design first reported a position in Beazer Homes USA in Q4 2024 and held it in 7 quarters.
  • True Wealth Design's Beazer Homes USA position peaked at $337 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.