LPL Financial’s SmartRent SMRT Stock Holding History

LPL Financial’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	$44K	Hold	37,000	–	–	﹤0.01%	6038
2026 Q1	$55.5K	Hold	37,000	–	–	﹤0.01%	5768
2025 Q4	$74.7K	Buy	37,000 +14,000	+61%	+$22.9K	﹤0.01%	5657
2025 Q3	$32.4K	Buy	23,000 +9,000	+64%	+$11.6K	﹤0.01%	5689
2025 Q2	$13.9K	Buy	+14,000	New	+$12.5K	﹤0.01%	5504
2022 Q1	–	Sell	-18,075	Closed	-$175K	–	4374
2021 Q4	$175K	Buy	+18,075	New	+$206K	﹤0.01%	4019

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

LPL Financial's SMRT Position: Q2 2026 in Review

LPL Financial held its SmartRent (SMRT) position steady in Q2 2026 at 37,000 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #6038.

LPL Financial first reported a position in SMRT in Q4 2021 and has held it in 6 quarters since. The position peaked at $175K in Q4 2021. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

LPL Financial held 37,000 shares of SmartRent worth $44K as of Q2 2026.
LPL Financial left its SmartRent share count unchanged in Q2 2026.
SmartRent made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6038 holding.
LPL Financial first reported a position in SmartRent in Q4 2021 and has held it in 6 quarters since.
LPL Financial's SmartRent position peaked at $175K in Q4 2021.
129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.