Crewe Advisors’s SmartRent SMRT Stock Holding History

Crewe Advisors’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	–	Sell	-6,000	Closed	-$9K	–	1191
2026 Q1	$9K	Hold	6,000	–	–	﹤0.01%	665
2025 Q4	$12.1K	Buy	+6,000	New	+$9.83K	﹤0.01%	588

Other funds holding SMRT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Crewe Advisors's SMRT Position: Q2 2026 in Review

Crewe Advisors sold out of SmartRent (SMRT) in Q2 2026, closing a stake of 6,000 shares — an estimated $9K sold.

Crewe Advisors first reported a position in SMRT in Q4 2025 and held it in 2 quarters. The position peaked at $12.1K in Q4 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

Crewe Advisors reported no remaining SmartRent position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 6,000 SmartRent shares in Q2 2026, an estimated $9K.
Crewe Advisors first reported a position in SmartRent in Q4 2025 and held it in 2 quarters.
Crewe Advisors's SmartRent position peaked at $12.1K in Q4 2025.
129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.