Wealthspire Advisors (New York)’s Beazer Homes USA BZH Stock Holding History

Wealthspire Advisors (New York)’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	$21.5M	Buy	+1,117,138	New	+$25.8M	0.17%	72
2025 Q4	–	Sell	-1,000	Closed	-$24.6K	–	1302
2025 Q3	$24.6K	Buy	+1,000	New	+$24.6K	﹤0.01%	1567
2021 Q4	–	Sell	-684,485	Closed	-$11.8M	–	548
2021 Q3	$11.8M	Buy	+684,485	New	+$12.2M	0.25%	48

Other funds holding BZH

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s BZH Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Beazer Homes USA (BZH) in Q1 2026: 1,117,138 shares worth $21.5M. The stake represents 0.17% of the portfolio and ranks #72 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BZH as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in BZH in Q3 2021 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

Wealthspire Advisors (New York) held 1,117,138 shares of Beazer Homes USA worth $21.5M as of Q1 2026.
Beazer Homes USA was a new Wealthspire Advisors (New York) position in Q1 2026.
Beazer Homes USA made up 0.17% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #72 holding.
Wealthspire Advisors (New York) first reported a position in Beazer Homes USA in Q3 2021 and has held it in 3 quarters since.
176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.