Osaic Holdings
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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
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

CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Osaic Holdings's SDHC Position: Q1 2026 in Review

Osaic Holdings increased its Smith Douglas Homes (SDHC) stake by 3.8% in Q1 2026, buying an estimated $82 and bringing the position to 135 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #7093.

Osaic Holdings first reported a position in SDHC in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.23K in Q3 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Osaic Holdings held 135 shares of Smith Douglas Homes worth $1.73K as of Q1 2026.
  • Osaic Holdings bought 5 Smith Douglas Homes shares in Q1 2026, an estimated $82.
  • Smith Douglas Homes made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7093 holding.
  • Osaic Holdings first reported a position in Smith Douglas Homes in Q2 2024 and has held it in 6 quarters since.
  • Osaic Holdings's Smith Douglas Homes position peaked at $3.23K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.