Wells Fargo’s Smith Douglas Homes SDHC Stock Holding History

Wells Fargo’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	$1.83M	Sell	117,508 -7,876	-6%	-$105K	﹤0.01%	3690
2026 Q1	$1.6M	Sell	125,384 -3,213	-2%	-$52.8K	﹤0.01%	3434
2025 Q4	$2.16M	Buy	128,597 +6,191	+5%	+$112K	﹤0.01%	3373
2025 Q3	$2.16M	Sell	122,406 -13,495	-10%	-$264K	﹤0.01%	3252
2025 Q2	$2.64M	Sell	135,901 -1,087	-0.8%	-$20.5K	﹤0.01%	2994
2025 Q1	$2.67M	Buy	136,988 +2,635	+2%	+$59.3K	﹤0.01%	2933
2024 Q4	$3.44M	Buy	134,353 +366	+0.3%	+$12.2K	﹤0.01%	2757
2024 Q3	$5.06M	Buy	133,987 +32,661	+32%	+$1.05M	﹤0.01%	2335
2024 Q2	$2.37M	Sell	101,326 -1,227	-1%	-$32.9K	﹤0.01%	2844
2024 Q1	$3.05M	Buy	+102,553	New	+$2.88M	﹤0.01%	2637

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Wells Fargo's SDHC Position: Q2 2026 in Review

Wells Fargo reduced its Smith Douglas Homes (SDHC) stake by 6.3% in Q2 2026, selling an estimated $105K and leaving 117,508 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3690.

Wells Fargo first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.06M in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Wells Fargo held 117,508 shares of Smith Douglas Homes worth $1.83M as of Q2 2026.
Wells Fargo sold 7,876 Smith Douglas Homes shares in Q2 2026, an estimated $105K.
Smith Douglas Homes made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3690 holding.
Wells Fargo first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
Wells Fargo's Smith Douglas Homes position peaked at $5.06M in Q3 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.