Wellington Management Group’s Smith Douglas Homes SDHC Stock Holding History

Wellington Management 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	$9.68M	Sell	622,625 -136,171	-18%	-$1.81M	﹤0.01%	1301
2026 Q1	$9.71M	Sell	758,796 -418,177	-36%	-$6.87M	﹤0.01%	1248
2025 Q4	$19.7M	Buy	1,176,973 +24,996	+2%	+$452K	﹤0.01%	1039
2025 Q3	$20.3M	Sell	1,151,977 -38,552	-3%	-$754K	﹤0.01%	1013
2025 Q2	$23.1M	Sell	1,190,529 -20,745	-2%	-$392K	﹤0.01%	923
2025 Q1	$23.6M	Buy	1,211,274 +298,227	+33%	+$6.71M	﹤0.01%	903
2024 Q4	$23.4M	Sell	913,047 -99,646	-10%	-$3.31M	﹤0.01%	924
2024 Q3	$38.3M	Sell	1,012,693 -95,663	-9%	-$3.07M	0.01%	773
2024 Q2	$25.9M	Buy	1,108,356 +571,369	+106%	+$15.3M	﹤0.01%	882
2024 Q1	$15.9M	Buy	+536,987	New	+$15.1M	﹤0.01%	998

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group's SDHC Position: Q2 2026 in Review

Wellington Management Group reduced its Smith Douglas Homes (SDHC) stake by 18% in Q2 2026, selling an estimated $1.81M and leaving 622,625 shares worth $9.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Wellington Management Group first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.3M in Q3 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Wellington Management Group held 622,625 shares of Smith Douglas Homes worth $9.68M as of Q2 2026.
Wellington Management Group sold 136,171 Smith Douglas Homes shares in Q2 2026, an estimated $1.81M.
Smith Douglas Homes made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1301 holding.
Wellington Management Group first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
Wellington Management Group's Smith Douglas Homes position peaked at $38.3M in Q3 2024.
62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.