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Coppell Advisory Solutions’s SmartRent SMRT Stock Holding History

Coppell Advisory Solutions’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
Q2 		$548K Buy
+80
New +$102 0.05% 275
2025
Q1 		– Sell
-40
Closed -$66 – 1615
2024
Q4 		$66 Hold
40
– – ﹤0.01% 1922
2024
Q3 		$71 Hold
40
– – ﹤0.01% 1820
2024
Q2 		$96 Buy
+40
New +$98 ﹤0.01% 1715

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OCM
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Coppell Advisory Solutions's SMRT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in SmartRent (SMRT) in Q2 2026: 80 shares worth $548K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SMRT as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in SMRT in Q2 2024 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Coppell Advisory Solutions held 80 shares of SmartRent worth $548K as of Q2 2026.
  • SmartRent was a new Coppell Advisory Solutions position in Q2 2026.
  • SmartRent made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #275 holding.
  • Coppell Advisory Solutions first reported a position in SmartRent in Q2 2024 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.