Geode Capital Management
SDHC icon

Geode Capital Management’s Smith Douglas Homes SDHC Stock Holding History

Geode Capital 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 		$1.6M Sell
103,146
-5,350
-5% -$71.1K ﹤0.01% 3243
2026
Q1 		$1.39M Buy
108,496
+4,074
+4% +$66.9K ﹤0.01% 3254
2025
Q4 		$1.75M Buy
104,422
+1,406
+1% +$25.4K ﹤0.01% 3212
2025
Q3 		$1.82M Buy
103,016
+1,120
+1% +$21.9K ﹤0.01% 3204
2025
Q2 		$1.98M Buy
101,896
+8,201
+9% +$155K ﹤0.01% 3146
2025
Q1 		$1.83M Buy
93,695
+3,657
+4% +$82.2K ﹤0.01% 3068
2024
Q4 		$2.31M Buy
90,038
+457
+0.5% +$15.2K ﹤0.01% 3077
2024
Q3 		$3.39M Sell
89,581
-245
-0.3% -$7.85K ﹤0.01% 2942
2024
Q2 		$2.1M Buy
89,826
+862
+1% +$23.1K ﹤0.01% 3115
2024
Q1 		$2.64M Buy
+88,964
New +$2.49M ﹤0.01% 3011

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 $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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 $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Geode Capital Management's SDHC Position: Q2 2026 in Review

Geode Capital Management reduced its Smith Douglas Homes (SDHC) stake by 4.9% in Q2 2026, selling an estimated $71.1K and leaving 103,146 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Geode Capital Management first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.39M in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Geode Capital Management held 103,146 shares of Smith Douglas Homes worth $1.6M as of Q2 2026.
  • Geode Capital Management sold 5,350 Smith Douglas Homes shares in Q2 2026, an estimated $71.1K.
  • Smith Douglas Homes made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3243 holding.
  • Geode Capital Management first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • Geode Capital Management's Smith Douglas Homes position peaked at $3.39M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.