Fidelity Investments
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Fidelity Investments’s Smith Douglas Homes SDHC Stock Holding History

Fidelity Investments’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 		$3.85K Sell
301
-407
-57% -$6.68K ﹤0.01% 4959
2025
Q4 		$11.9K Buy
708
+225
+47% +$4.07K ﹤0.01% 4671
2025
Q3 		$8.52K Buy
483
+267
+124% +$5.22K ﹤0.01% 4650
2025
Q2 		$4.19K Buy
216
+138
+177% +$2.61K ﹤0.01% 4746
2025
Q1 		$1.52K Hold
78
– – ﹤0.01% 4921
2024
Q4 		$2K Buy
+78
New +$2.59K ﹤0.01% 4820

Other funds holding SDHC

CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity Investments's SDHC Position: Q1 2026 in Review

Fidelity Investments reduced its Smith Douglas Homes (SDHC) stake by 57% in Q1 2026, selling an estimated $6.68K and leaving 301 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4959.

Fidelity Investments first reported a position in SDHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9K in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Fidelity Investments held 301 shares of Smith Douglas Homes worth $3.85K as of Q1 2026.
  • Fidelity Investments sold 407 Smith Douglas Homes shares in Q1 2026, an estimated $6.68K.
  • Smith Douglas Homes made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4959 holding.
  • Fidelity Investments first reported a position in Smith Douglas Homes in Q4 2024 and has held it in 6 quarters since.
  • Fidelity Investments's Smith Douglas Homes position peaked at $11.9K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.