State Street’s Smith Douglas Homes SDHC Stock Holding History

State Street’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	$718K	Buy	46,176 +3,064	+7%	+$40.7K	﹤0.01%	3511
2026 Q1	$552K	Buy	43,112 +800	+2%	+$13.1K	﹤0.01%	3630
2025 Q4	$710K	Buy	42,312 +1,100	+3%	+$19.9K	﹤0.01%	3597
2025 Q3	$728K	Hold	41,212	–	–	﹤0.01%	3583
2025 Q2	$800K	Buy	41,212 +2,900	+8%	+$54.8K	﹤0.01%	3532
2025 Q1	$748K	Buy	38,312 +3,500	+10%	+$78.7K	﹤0.01%	3491
2024 Q4	$893K	Buy	34,812 +4,112	+13%	+$137K	﹤0.01%	3513
2024 Q3	$1.16M	Hold	30,700	–	–	﹤0.01%	3462
2024 Q2	$718K	Buy	30,700 +600	+2%	+$16.1K	﹤0.01%	3521
2024 Q1	$894K	Buy	+30,100	New	+$844K	﹤0.01%	3499

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

State Street's SDHC Position: Q2 2026 in Review

State Street increased its Smith Douglas Homes (SDHC) stake by 7.1% in Q2 2026, buying an estimated $40.7K and bringing the position to 46,176 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

State Street first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

State Street held 46,176 shares of Smith Douglas Homes worth $718K as of Q2 2026.
State Street bought 3,064 Smith Douglas Homes shares in Q2 2026, an estimated $40.7K.
Smith Douglas Homes made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3511 holding.
State Street first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
State Street's Smith Douglas Homes position peaked at $1.16M in Q3 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.