Wellington Management Group
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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
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

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group's SDHC Position: Q1 2026 in Review

Wellington Management Group reduced its Smith Douglas Homes (SDHC) stake by 36% in Q1 2026, selling an estimated $6.87M and leaving 758,796 shares worth $9.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Wellington Management Group first reported a position in SDHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.3M in Q3 2024. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Wellington Management Group held 758,796 shares of Smith Douglas Homes worth $9.71M as of Q1 2026.
  • Wellington Management Group sold 418,177 Smith Douglas Homes shares in Q1 2026, an estimated $6.87M.
  • Smith Douglas Homes made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1248 holding.
  • Wellington Management Group first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 9 quarters since.
  • Wellington Management Group's Smith Douglas Homes position peaked at $38.3M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.