Rise Advisors’s Smith Douglas Homes SDHC Stock Holding History

Rise Advisors’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
2025 Q3	–	Sell	-26	Closed	-$505	–	1600
2025 Q2	$505	Buy	+26	New	+$491	﹤0.01%	1414

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Rise Advisors's SDHC Position: Q3 2025 in Review

Rise Advisors sold out of Smith Douglas Homes (SDHC) in Q3 2025, closing a stake of 26 shares — an estimated $505 sold.

Rise Advisors first reported a position in SDHC in Q2 2025 and held it in 1 quarter. The position peaked at $505 in Q2 2025. 52 funds tracked by Wall St. Rank hold SDHC as of Q3 2025.

Rise Advisors reported no remaining Smith Douglas Homes position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 26 Smith Douglas Homes shares in Q3 2025, an estimated $505.
Rise Advisors first reported a position in Smith Douglas Homes in Q2 2025 and held it in 1 quarter.
Rise Advisors's Smith Douglas Homes position peaked at $505 in Q2 2025.
52 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.