UBS Group
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UBS Group’s Smith Douglas Homes SDHC Stock Holding History

UBS Group’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 		$618K Sell
48,269
-778
-2% -$12.8K ﹤0.01% 5922
2025
Q4 		$823K Buy
49,047
+22,915
+88% +$414K ﹤0.01% 5733
2025
Q3 		$461K Sell
26,132
-5,495
-17% -$107K ﹤0.01% 6154
2025
Q2 		$614K Buy
31,627
+8,599
+37% +$163K ﹤0.01% 5846
2025
Q1 		$450K Buy
23,028
+10,483
+84% +$236K ﹤0.01% 5933
2024
Q4 		$322K Buy
12,545
+10,373
+478% +$345K ﹤0.01% 6155
2024
Q3 		$82.1K Buy
2,172
+942
+77% +$30.2K ﹤0.01% 6488
2024
Q2 		$28.8K Buy
+1,230
New +$33K ﹤0.01% 7085

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

UBS Group's SDHC Position: Q1 2026 in Review

UBS Group reduced its Smith Douglas Homes (SDHC) stake by 1.6% in Q1 2026, selling an estimated $12.8K and leaving 48,269 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #5922.

UBS Group first reported a position in SDHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $823K in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • UBS Group held 48,269 shares of Smith Douglas Homes worth $618K as of Q1 2026.
  • UBS Group sold 778 Smith Douglas Homes shares in Q1 2026, an estimated $12.8K.
  • Smith Douglas Homes made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5922 holding.
  • UBS Group first reported a position in Smith Douglas Homes in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's Smith Douglas Homes position peaked at $823K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.