Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Smith Douglas Homes SDHC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$141 Sell
11
-22
-67% -$361 ﹤0.01% 5557
2025
Q4 		$1K Hold
33
– – ﹤0.01% 5276
2025
Q3 		$1K Hold
33
– – ﹤0.01% 5185
2025
Q2 		$1K Sell
33
-20
-38% -$378 ﹤0.01% 5063
2025
Q1 		$1K Hold
53
– – ﹤0.01% 4980
2024
Q4 		$1K Hold
53
– – ﹤0.01% 4792
2024
Q3 		$2K Sell
53
-17
-24% -$545 ﹤0.01% 4453
2024
Q2 		$2K Buy
+70
New +$1.88K ﹤0.01% 4262

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Smith Douglas Homes (SDHC) stake by 67% in Q1 2026, selling an estimated $361 and leaving 11 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #5557.

Carson Wealth (CWM LLC) first reported a position in SDHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2K in Q3 2024. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11 shares of Smith Douglas Homes worth $141 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 22 Smith Douglas Homes shares in Q1 2026, an estimated $361.
  • Smith Douglas Homes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5557 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smith Douglas Homes in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Smith Douglas Homes position peaked at $2K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.