Carson Wealth (CWM LLC)
SMRT icon

Carson Wealth (CWM LLC)’s SmartRent SMRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.62K Sell
5,744
-6,640
-54% -$11.2K ﹤0.01% 4831
2025
Q4 		$25K Sell
12,384
-15,670
-56% -$25.7K ﹤0.01% 4051
2025
Q3 		$40K Sell
28,054
-58,141
-67% -$74.6K ﹤0.01% 3707
2025
Q2 		$85K Buy
86,195
+48,449
+128% +$43.3K ﹤0.01% 2861
2025
Q1 		$46K Buy
37,746
+34,132
+944% +$47.8K ﹤0.01% 3053
2024
Q4 		$6K Sell
3,614
-18,525
-84% -$31K ﹤0.01% 4149
2024
Q3 		$38K Buy
22,139
+20,214
+1,050% +$38.4K ﹤0.01% 2912
2024
Q2 		$5K Buy
1,925
+1,898
+7,030% +$4.66K ﹤0.01% 3898
2024
Q1 		$0 Sell
27
-69
-72% -$200 ﹤0.01% 4715
2023
Q4 		$0 Hold
96
– – ﹤0.01% 4489
2023
Q3 		$0 Hold
96
– – ﹤0.01% 4506
2023
Q2 		$0 Hold
96
– – ﹤0.01% 4439
2023
Q1 		$0 Hold
96
– – ﹤0.01% 4323
2022
Q4 		$0 Hold
96
– – ﹤0.01% 4233
2022
Q3 		$0 Buy
96
+56
+140% +$221 ﹤0.01% 4164
2022
Q2 		$0 Buy
+40
New +$202 ﹤0.01% 4073

Other funds holding SMRT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its SmartRent (SMRT) stake by 54% in Q1 2026, selling an estimated $11.2K and leaving 5,744 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4831.

Carson Wealth (CWM LLC) first reported a position in SMRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $85K in Q2 2025. 124 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,744 shares of SmartRent worth $8.62K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,640 SmartRent shares in Q1 2026, an estimated $11.2K.
  • SmartRent made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4831 holding.
  • Carson Wealth (CWM LLC) first reported a position in SmartRent in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s SmartRent position peaked at $85K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.