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
Q2 		$740K Sell
47,622
-647
-1% -$8.6K ﹤0.01% 5965
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 $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
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

UBS Group's SDHC Position: Q2 2026 in Review

UBS Group reduced its Smith Douglas Homes (SDHC) stake by 1.3% in Q2 2026, selling an estimated $8.6K and leaving 47,622 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #5965.

UBS Group first reported a position in SDHC in Q2 2024 and has held it in 9 quarters since. The position peaked at $823K in Q4 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • UBS Group held 47,622 shares of Smith Douglas Homes worth $740K as of Q2 2026.
  • UBS Group sold 647 Smith Douglas Homes shares in Q2 2026, an estimated $8.6K.
  • Smith Douglas Homes made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5965 holding.
  • UBS Group first reported a position in Smith Douglas Homes in Q2 2024 and has held it in 9 quarters since.
  • UBS Group's Smith Douglas Homes position peaked at $823K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.