Envestnet Asset Management
SDHC icon

Envestnet Asset Management’s Smith Douglas Homes SDHC Stock Holding History

Envestnet Asset Management’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 		$351K Sell
22,576
-6,477
-22% -$86.1K ﹤0.01% 4330
2026
Q1 		$372K Buy
29,053
+254
+0.9% +$4.17K ﹤0.01% 4141
2025
Q4 		$483K Sell
28,799
-11,564
-29% -$209K ﹤0.01% 3724
2025
Q3 		$713K Sell
40,363
-10,798
-21% -$211K ﹤0.01% 3529
2025
Q2 		$994K Sell
51,161
-7,932
-13% -$150K ﹤0.01% 3283
2025
Q1 		$1.15M Sell
59,093
-2,835
-5% -$63.8K ﹤0.01% 3112
2024
Q4 		$1.59M Sell
61,928
-1,048
-2% -$34.8K ﹤0.01% 2836
2024
Q3 		$2.38M Buy
62,976
+21,112
+50% +$677K ﹤0.01% 2539
2024
Q2 		$979K Sell
41,864
-39
-0.1% -$1.04K ﹤0.01% 3054
2024
Q1 		$1.24M Buy
+41,903
New +$1.18M ﹤0.01% 2882

Other funds holding SDHC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Envestnet Asset Management's SDHC Position: Q2 2026 in Review

Envestnet Asset Management reduced its Smith Douglas Homes (SDHC) stake by 22% in Q2 2026, selling an estimated $86.1K and leaving 22,576 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #4330.

Envestnet Asset Management first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2024. 11 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Envestnet Asset Management held 22,576 shares of Smith Douglas Homes worth $351K as of Q2 2026.
  • Envestnet Asset Management sold 6,477 Smith Douglas Homes shares in Q2 2026, an estimated $86.1K.
  • Smith Douglas Homes made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4330 holding.
  • Envestnet Asset Management first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's Smith Douglas Homes position peaked at $2.38M in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.