UBS Group
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UBS Group’s Smith-Midland SMID Stock Holding History

UBS Group’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
7,108
+143
+2% +$4.94K ﹤0.01% 6552
2025
Q4 		$253K Buy
6,965
+1,757
+34% +$63K ﹤0.01% 6459
2025
Q3 		$192K Buy
5,208
+479
+10% +$18.5K ﹤0.01% 6697
2025
Q2 		$159K Sell
4,729
-578
-11% -$17.6K ﹤0.01% 6886
2025
Q1 		$165K Sell
5,307
-6,419
-55% -$237K ﹤0.01% 6673
2024
Q4 		$521K Buy
11,726
+9,230
+370% +$367K ﹤0.01% 5813
2024
Q3 		$83.3K Buy
2,496
+1,137
+84% +$36.4K ﹤0.01% 6481
2024
Q2 		$37.6K Buy
1,359
+705
+108% +$25.8K ﹤0.01% 6902
2024
Q1 		$30.7K Buy
+654
New +$26.7K ﹤0.01% 6729
2023
Q4 		– Sell
-486
Closed -$9.24K – 9835
2023
Q3 		$9.24K Buy
+486
New +$10.4K ﹤0.01% 7148
2023
Q2 		– Sell
-740
Closed -$13.9K – 9573
2023
Q1 		$13.9K Buy
+740
New +$14.7K ﹤0.01% 7376
2021
Q4 		– Sell
-2,000
Closed -$28K – 10660
2021
Q3 		$28K Buy
2,000
+900
+82% +$16.5K ﹤0.01% 6827
2021
Q2 		$26K Buy
+1,100
New +$17.4K ﹤0.01% 7080

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's SMID Position: Q1 2026 in Review

UBS Group increased its Smith-Midland (SMID) stake by 2.1% in Q1 2026, buying an estimated $4.94K and bringing the position to 7,108 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #6552.

UBS Group first reported a position in SMID in Q2 2021 and has held it in 13 quarters since. The position peaked at $521K in Q4 2024. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • UBS Group held 7,108 shares of Smith-Midland worth $231K as of Q1 2026.
  • UBS Group bought 143 Smith-Midland shares in Q1 2026, an estimated $4.94K.
  • Smith-Midland made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6552 holding.
  • UBS Group first reported a position in Smith-Midland in Q2 2021 and has held it in 13 quarters since.
  • UBS Group's Smith-Midland position peaked at $521K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

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