Marshall Wace
SMID icon

Marshall Wace’s Smith-Midland SMID Stock Holding History

Marshall Wace’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
2025
Q2 		– Sell
-9,514
Closed -$296K – 3129
2025
Q1 		$296K Buy
9,514
+2,776
+41% +$102K ﹤0.01% 2274
2024
Q4 		$300K Buy
+6,738
New +$268K ﹤0.01% 2233
2024
Q3 		– Sell
-9,265
Closed -$257K – 2929
2024
Q2 		$257K Buy
9,265
+1,654
+22% +$60.5K ﹤0.01% 2217
2024
Q1 		$358K Buy
+7,611
New +$310K ﹤0.01% 2050

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace's SMID Position: Q2 2025 in Review

Marshall Wace sold out of Smith-Midland (SMID) in Q2 2025, closing a stake of 9,514 shares — an estimated $296K sold.

Marshall Wace first reported a position in SMID in Q1 2024 and held it in 4 quarters. The position peaked at $358K in Q1 2024. 55 funds tracked by Wall St. Rank hold SMID as of Q2 2025.

  • Marshall Wace reported no remaining Smith-Midland position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 9,514 Smith-Midland shares in Q2 2025, an estimated $296K.
  • Marshall Wace first reported a position in Smith-Midland in Q1 2024 and held it in 4 quarters.
  • Marshall Wace's Smith-Midland position peaked at $358K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.