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Lloyd Advisory Services’s Smith Douglas Homes SDHC Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$9 – 941
2026
Q1 		$9 Buy
+1
New +$16 ﹤0.01% 843

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WA
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Vanguard Capital Management
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BlackRock
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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

Lloyd Advisory Services's SDHC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Smith Douglas Homes (SDHC) in Q2 2026, closing a stake of 1 share — an estimated $9 sold.

Lloyd Advisory Services first reported a position in SDHC in Q1 2026 and held it in 1 quarter. The position peaked at $9 in Q1 2026. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Smith Douglas Homes position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 Smith Douglas Homes share in Q2 2026, an estimated $9.
  • Lloyd Advisory Services first reported a position in Smith Douglas Homes in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Smith Douglas Homes position peaked at $9 in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.