OLIO Financial Planning’s SmartRent SMRT Stock Holding History

OLIO Financial Planning’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	$18.5K	Hold	15,536	–	–	﹤0.01%	68
2026 Q1	$23.3K	Sell	15,536 -15,550	-50%	-$26.3K	0.01%	72
2025 Q4	$62.8K	Buy	+31,086	New	+$50.9K	0.02%	70
2024 Q4	–	Sell	-31,086	Closed	-$101K	–	66
2024 Q3	$101K	Hold	31,086	–	–	0.04%	52
2024 Q2	$101K	Hold	31,086	–	–	0.04%	52
2024 Q1	$101K	Hold	31,086	–	–	0.04%	52
2023 Q4	$101K	Hold	31,086	–	–	0.04%	52
2023 Q3	$81.1K	Sell	31,086 -1,321	-4%	-$4.49K	0.04%	53
2023 Q2	$124K	Buy	+32,407	New	+$99K	0.06%	47

Other funds holding SMRT

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OLIO Financial Planning's SMRT Position: Q2 2026 in Review

OLIO Financial Planning held its SmartRent (SMRT) position steady in Q2 2026 at 15,536 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #68.

OLIO Financial Planning first reported a position in SMRT in Q2 2023 and has held it in 9 quarters since. The position peaked at $124K in Q2 2023. 3 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

OLIO Financial Planning held 15,536 shares of SmartRent worth $18.5K as of Q2 2026.
OLIO Financial Planning left its SmartRent share count unchanged in Q2 2026.
SmartRent made up ﹤0.01% of OLIO Financial Planning's portfolio in Q2 2026, its #68 holding.
OLIO Financial Planning first reported a position in SmartRent in Q2 2023 and has held it in 9 quarters since.
OLIO Financial Planning's SmartRent position peaked at $124K in Q2 2023.
3 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.