Massachusetts Financial Services
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Massachusetts Financial Services’s Smith Douglas Homes SDHC Stock Holding History

Massachusetts Financial 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
-322,166
Closed -$4.12M – 1054
2026
Q1 		$4.12M Sell
322,166
-184,522
-36% -$3.03M ﹤0.01% 767
2025
Q4 		$8.5M Sell
506,688
-18,209
-3% -$329K ﹤0.01% 722
2025
Q3 		$9.27M Sell
524,897
-18,767
-3% -$367K ﹤0.01% 694
2025
Q2 		$10.6M Buy
543,664
+57,155
+12% +$1.08M ﹤0.01% 677
2025
Q1 		$9.5M Buy
486,509
+50,713
+12% +$1.14M ﹤0.01% 663
2024
Q4 		$11.2M Sell
435,796
-2,067
-0.5% -$68.7K ﹤0.01% 647
2024
Q3 		$16.5M Sell
437,863
-12,330
-3% -$395K ﹤0.01% 612
2024
Q2 		$10.5M Buy
450,193
+8,193
+2% +$220K ﹤0.01% 635
2024
Q1 		$13.1M Buy
+442,000
New +$12.4M ﹤0.01% 608

Other funds holding SDHC

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 $59.9B AUM 27.01% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services's SDHC Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Smith Douglas Homes (SDHC) in Q2 2026, closing a stake of 322,166 shares — an estimated $4.12M sold.

Massachusetts Financial Services first reported a position in SDHC in Q1 2024 and held it in 9 quarters. The position peaked at $16.5M in Q3 2024. 19 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Massachusetts Financial Services reported no remaining Smith Douglas Homes position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 322,166 Smith Douglas Homes shares in Q2 2026, an estimated $4.12M.
  • Massachusetts Financial Services first reported a position in Smith Douglas Homes in Q1 2024 and held it in 9 quarters.
  • Massachusetts Financial Services's Smith Douglas Homes position peaked at $16.5M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.