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Fortitude Family Office’s Smith Douglas Homes SDHC Stock Holding History

Fortitude Family Office’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
2025
Q4 		– Sell
-229
Closed -$4.04K – 2095
2025
Q3 		$4.04K Hold
229
– – ﹤0.01% 882
2025
Q2 		$4.45K Buy
+229
New +$4.33K ﹤0.01% 828

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WA
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Wellington Management Group
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BMO
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Federated Hermes
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Massachusetts Financial Services
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fortitude Family Office's SDHC Position: Q4 2025 in Review

Fortitude Family Office sold out of Smith Douglas Homes (SDHC) in Q4 2025, closing a stake of 229 shares — an estimated $4.04K sold.

Fortitude Family Office first reported a position in SDHC in Q2 2025 and held it in 2 quarters. The position peaked at $4.45K in Q2 2025. 46 funds tracked by Wall St. Rank hold SDHC as of Q4 2025.

  • Fortitude Family Office reported no remaining Smith Douglas Homes position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 229 Smith Douglas Homes shares in Q4 2025, an estimated $4.04K.
  • Fortitude Family Office first reported a position in Smith Douglas Homes in Q2 2025 and held it in 2 quarters.
  • Fortitude Family Office's Smith Douglas Homes position peaked at $4.45K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.