Advisory Services Network’s Smith Douglas Homes SDHC Stock Holding History

Advisory Services Network’s Portfolio SDHC Stock Details SDHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-149	Closed	-$1.91K	–	4195
2026 Q1	$1.91K	Buy	+149	New	+$2.45K	﹤0.01%	4150
2025 Q4	–	Sell	-247	Closed	-$4.36K	–	3825
2025 Q3	$4.36K	Buy	+247	New	+$4.83K	﹤0.01%	3578

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Advisory Services Network's SDHC Position: Q2 2026 in Review

Advisory Services Network sold out of Smith Douglas Homes (SDHC) in Q2 2026, closing a stake of 149 shares — an estimated $1.91K sold.

Advisory Services Network first reported a position in SDHC in Q3 2025 and held it in 2 quarters. The position peaked at $4.36K in Q3 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Advisory Services Network reported no remaining Smith Douglas Homes position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 149 Smith Douglas Homes shares in Q2 2026, an estimated $1.91K.
Advisory Services Network first reported a position in Smith Douglas Homes in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Smith Douglas Homes position peaked at $4.36K in Q3 2025.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.