UBS Group
SMID icon

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
Q2 		$191K Sell
6,582
-526
-7% -$16.4K ﹤0.01% 6820
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 $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's SMID Position: Q2 2026 in Review

UBS Group reduced its Smith-Midland (SMID) stake by 7.4% in Q2 2026, selling an estimated $16.4K and leaving 6,582 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #6820.

UBS Group first reported a position in SMID in Q2 2021 and has held it in 14 quarters since. The position peaked at $521K in Q4 2024. 54 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • UBS Group held 6,582 shares of Smith-Midland worth $191K as of Q2 2026.
  • UBS Group sold 526 Smith-Midland shares in Q2 2026, an estimated $16.4K.
  • Smith-Midland made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6820 holding.
  • UBS Group first reported a position in Smith-Midland in Q2 2021 and has held it in 14 quarters since.
  • UBS Group's Smith-Midland position peaked at $521K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

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