EverSource Wealth Advisors’s SmartRent SMRT Stock Holding History

EverSource Wealth 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	$825	Sell	693 -139	-17%	-$177	﹤0.01%	4026
2026 Q1	$1.25K	Sell	832 -549	-40%	-$928	﹤0.01%	3786
2025 Q4	$2.79K	Sell	1,381 -567	-29%	-$929	﹤0.01%	3371
2025 Q3	$2.75K	Sell	1,948 -3,526	-64%	-$4.53K	﹤0.01%	3407
2025 Q2	$5.42K	Buy	5,474 +3,912	+250%	+$3.5K	﹤0.01%	3131
2025 Q1	$1.89K	Buy	1,562 +1,557	+31,140%	+$2.18K	﹤0.01%	2952
2024 Q4	$9	Buy	+5	New	+$8	﹤0.01%	3735
2024 Q3	–	Sell	-992	Closed	-$1.82K	–	3116
2024 Q2	$1.82K	Buy	+992	New	+$2.43K	﹤0.01%	2578

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

EverSource Wealth Advisors's SMRT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SmartRent (SMRT) stake by 17% in Q2 2026, selling an estimated $177 and leaving 693 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

EverSource Wealth Advisors first reported a position in SMRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.42K in Q2 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

EverSource Wealth Advisors held 693 shares of SmartRent worth $825 as of Q2 2026.
EverSource Wealth Advisors sold 139 SmartRent shares in Q2 2026, an estimated $177.
SmartRent made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4026 holding.
EverSource Wealth Advisors first reported a position in SmartRent in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's SmartRent position peaked at $5.42K in Q2 2025.
129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

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