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Essential Partners’s Smith-Midland SMID Stock Holding History

Essential Partners’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29 Sell
1
-1
-50% -$31 ﹤0.01% 2815
2026
Q1 		$65 Hold
2
– – ﹤0.01% 2768
2025
Q4 		$73 Hold
2
– – ﹤0.01% 2597
2025
Q3 		$74 Buy
2
+1
+100% +$39 ﹤0.01% 2526
2025
Q2 		$34 Buy
+1
New +$30 ﹤0.01% 2183

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essential Partners's SMID Position: Q2 2026 in Review

Essential Partners reduced its Smith-Midland (SMID) stake by 50% in Q2 2026, selling an estimated $31 and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Essential Partners first reported a position in SMID in Q2 2025 and has held it in 5 quarters since. The position peaked at $74 in Q3 2025. 55 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • Essential Partners held 1 share of Smith-Midland worth $29 as of Q2 2026.
  • Essential Partners sold 1 Smith-Midland share in Q2 2026, an estimated $31.
  • Smith-Midland made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2815 holding.
  • Essential Partners first reported a position in Smith-Midland in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Smith-Midland position peaked at $74 in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.