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Sage Investment Counsel’s SmartRent SMRT Stock Holding History

Sage Investment Counsel’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
-15,000
Closed -$22.5K – 135
2026
Q1 		$22.5K Hold
15,000
– – 0.03% 127
2025
Q4 		$30.3K Hold
15,000
– – 0.03% 123
2025
Q3 		$21.1K Hold
15,000
– – 0.02% 123
2025
Q2 		$14.8K Buy
15,000
+5,000
+50% +$4.47K 0.02% 122
2025
Q1 		$12.1K Hold
10,000
– – 0.02% 119
2024
Q4 		$17.5K Buy
+10,000
New +$16.8K 0.02% 120

Other funds holding SMRT

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

Sage Investment Counsel's SMRT Position: Q2 2026 in Review

Sage Investment Counsel sold out of SmartRent (SMRT) in Q2 2026, closing a stake of 15,000 shares — an estimated $22.5K sold.

Sage Investment Counsel first reported a position in SMRT in Q4 2024 and held it in 6 quarters. The position peaked at $30.3K in Q4 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Sage Investment Counsel reported no remaining SmartRent position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 15,000 SmartRent shares in Q2 2026, an estimated $22.5K.
  • Sage Investment Counsel first reported a position in SmartRent in Q4 2024 and held it in 6 quarters.
  • Sage Investment Counsel's SmartRent position peaked at $30.3K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.