Northern Trust’s Smith Douglas Homes SDHC Stock Holding History

Northern Trust’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	$290K	Buy	18,668 +1,022	+6%	+$13.6K	﹤0.01%	3818
2026 Q1	$226K	Hold	17,646	–	–	﹤0.01%	3911
2025 Q4	$296K	Sell	17,646 -93	-0.5%	-$1.68K	﹤0.01%	3841
2025 Q3	$313K	Hold	17,739	–	–	﹤0.01%	3814
2025 Q2	$344K	Buy	17,739 +47	+0.3%	+$888	﹤0.01%	3770
2025 Q1	$345K	Sell	17,692 -62	-0.3%	-$1.39K	﹤0.01%	3726
2024 Q4	$455K	Sell	17,754 -198	-1%	-$6.58K	﹤0.01%	3691
2024 Q3	$678K	Sell	17,952 -77	-0.4%	-$2.47K	﹤0.01%	3486
2024 Q2	$422K	Buy	18,029 +1,202	+7%	+$32.2K	﹤0.01%	3570
2024 Q1	$500K	Buy	+16,827	New	+$472K	﹤0.01%	3563

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Northern Trust's SDHC Position: Q2 2026 in Review

Northern Trust increased its Smith Douglas Homes (SDHC) stake by 5.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 18,668 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Northern Trust first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $678K in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Northern Trust held 18,668 shares of Smith Douglas Homes worth $290K as of Q2 2026.
Northern Trust bought 1,022 Smith Douglas Homes shares in Q2 2026, an estimated $13.6K.
Smith Douglas Homes made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3818 holding.
Northern Trust first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
Northern Trust's Smith Douglas Homes position peaked at $678K in Q3 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.