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 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 $524M AUM 14.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wells Fargo's SDHC Position: Q1 2026 in Review

Wells Fargo reduced its Smith Douglas Homes (SDHC) stake by 2.5% in Q1 2026, selling an estimated $52.8K and leaving 125,384 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Wells Fargo first reported a position in SDHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.06M in Q3 2024. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

Wells Fargo held 125,384 shares of Smith Douglas Homes worth $1.6M as of Q1 2026.
Wells Fargo sold 3,213 Smith Douglas Homes shares in Q1 2026, an estimated $52.8K.
Smith Douglas Homes made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3434 holding.
Wells Fargo first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 9 quarters since.
Wells Fargo's Smith Douglas Homes position peaked at $5.06M in Q3 2024.
58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.