SEI Investments’s Smith Douglas Homes SDHC Stock Holding History

SEI Investments’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	$411K	Sell	26,421 -26,647	-50%	-$354K	﹤0.01%	2722
2026 Q1	$679K	Sell	53,068 -11,862	-18%	-$195K	﹤0.01%	2544
2025 Q4	$1.09M	Buy	64,930 +9,890	+18%	+$179K	﹤0.01%	2143
2025 Q3	$972K	Hold	55,040	–	–	﹤0.01%	1977
2025 Q2	$1.07M	Sell	55,040 -16,209	-23%	-$306K	﹤0.01%	1903
2025 Q1	$1.39M	Buy	71,249 +5,001	+8%	+$112K	﹤0.01%	1776
2024 Q4	$1.7M	Sell	66,248 -95	-0.1%	-$3.16K	﹤0.01%	1735
2024 Q3	$2.51M	Buy	66,343 +18,714	+39%	+$600K	﹤0.01%	1583
2024 Q2	$1.11M	Buy	47,629 +13,451	+39%	+$360K	﹤0.01%	1873
2024 Q1	$1.02M	Buy	+34,178	New	+$958K	﹤0.01%	1877

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

SEI Investments's SDHC Position: Q2 2026 in Review

SEI Investments reduced its Smith Douglas Homes (SDHC) stake by 50% in Q2 2026, selling an estimated $354K and leaving 26,421 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

SEI Investments first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.51M in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

SEI Investments held 26,421 shares of Smith Douglas Homes worth $411K as of Q2 2026.
SEI Investments sold 26,647 Smith Douglas Homes shares in Q2 2026, an estimated $354K.
Smith Douglas Homes made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2722 holding.
SEI Investments first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
SEI Investments's Smith Douglas Homes position peaked at $2.51M in Q3 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.