Osaic Holdings’s Smith Douglas Homes SDHC Stock Holding History

Osaic Holdings’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	$621	Sell	40 -95	-70%	-$1.26K	﹤0.01%	7606
2026 Q1	$1.73K	Buy	135 +5	+4%	+$82	﹤0.01%	7093
2025 Q4	$2.18K	Sell	130 -38	-23%	-$687	﹤0.01%	7067
2025 Q3	$3.23K	Buy	168 +38	+29%	+$743	﹤0.01%	6968
2025 Q2	$2.52K	Buy	130 +30	+30%	+$567	﹤0.01%	6849
2025 Q1	$1.95K	Buy	+100	New	+$2.25K	﹤0.01%	6609
2024 Q3	–	Sell	-7	Closed	-$163	–	7536
2024 Q2	$163	Buy	+7	New	+$188	﹤0.01%	7192

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

Osaic Holdings's SDHC Position: Q2 2026 in Review

Osaic Holdings reduced its Smith Douglas Homes (SDHC) stake by 70% in Q2 2026, selling an estimated $1.26K and leaving 40 shares worth $621. The position accounts for ﹤0.01% of the portfolio, ranked #7606.

Osaic Holdings first reported a position in SDHC in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.23K in Q3 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Osaic Holdings held 40 shares of Smith Douglas Homes worth $621 as of Q2 2026.
Osaic Holdings sold 95 Smith Douglas Homes shares in Q2 2026, an estimated $1.26K.
Smith Douglas Homes made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7606 holding.
Osaic Holdings first reported a position in Smith Douglas Homes in Q2 2024 and has held it in 7 quarters since.
Osaic Holdings's Smith Douglas Homes position peaked at $3.23K in Q3 2025.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.