Morgan Stanley
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Morgan Stanley’s Smith Douglas Homes SDHC Stock Holding History

Morgan Stanley’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 		$510K Buy
32,795
+22,487
+218% +$299K ﹤0.01% 5545
2026
Q1 		$132K Sell
10,308
-1,842
-15% -$30.3K ﹤0.01% 6045
2025
Q4 		$204K Buy
12,150
+2,083
+21% +$37.7K ﹤0.01% 5926
2025
Q3 		$178K Buy
10,067
+1,322
+15% +$25.9K ﹤0.01% 5933
2025
Q2 		$170K Sell
8,745
-12,794
-59% -$242K ﹤0.01% 5915
2025
Q1 		$420K Buy
21,539
+9,207
+75% +$207K ﹤0.01% 5408
2024
Q4 		$316K Sell
12,332
-8,200
-40% -$273K ﹤0.01% 5612
2024
Q3 		$776K Buy
20,532
+16,217
+376% +$520K ﹤0.01% 5187
2024
Q2 		$101K Sell
4,315
-3,262
-43% -$87.4K ﹤0.01% 5962
2024
Q1 		$225K Buy
+7,577
New +$212K ﹤0.01% 5692

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

Morgan Stanley's SDHC Position: Q2 2026 in Review

Morgan Stanley increased its Smith Douglas Homes (SDHC) stake by 218% in Q2 2026, buying an estimated $299K and bringing the position to 32,795 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #5545.

Morgan Stanley first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $776K in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Morgan Stanley held 32,795 shares of Smith Douglas Homes worth $510K as of Q2 2026.
  • Morgan Stanley bought 22,487 Smith Douglas Homes shares in Q2 2026, an estimated $299K.
  • Smith Douglas Homes made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5545 holding.
  • Morgan Stanley first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • Morgan Stanley's Smith Douglas Homes position peaked at $776K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.