Wealth Architects’s Beazer Homes USA BZH Stock Holding History

Wealth Architects’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	$224K	Buy	+6,728	New	+$220K	0.02%	239
2024 Q4	–	Sell	-7,376	Closed	-$252K	–	217
2024 Q3	$252K	Buy	7,376 +15	+0.2%	+$462	0.03%	182
2024 Q2	$202K	Hold	7,361	–	–	0.02%	201
2024 Q1	$241K	Sell	7,361 -706	-9%	-$21.8K	0.03%	180
2023 Q4	$273K	Hold	8,067	–	–	0.04%	162
2023 Q3	$201K	Hold	8,067	–	–	0.03%	176
2023 Q2	$228K	Buy	+8,067	New	+$164K	0.04%	167

Other funds holding BZH

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wealth Architects's BZH Position: Q3 2026 in Review

Wealth Architects opened a new position in Beazer Homes USA (BZH) in Q3 2026: 6,728 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Wealth Architects previously reported a position in BZH as recently as Q3 2024.

Wealth Architects first reported a position in BZH in Q2 2023 and has held it in 7 quarters since. The position peaked at $273K in Q4 2023. 71 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

Wealth Architects held 6,728 shares of Beazer Homes USA worth $224K as of Q3 2026.
Beazer Homes USA was a new Wealth Architects position in Q3 2026.
Beazer Homes USA made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #239 holding.
Wealth Architects first reported a position in Beazer Homes USA in Q2 2023 and has held it in 7 quarters since.
Wealth Architects's Beazer Homes USA position peaked at $273K in Q4 2023.
71 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.