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True Wealth Design’s SmartRent SMRT Stock Holding History

True Wealth Design’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
-30
Closed -$45 – 2869
2026
Q1 		$45 Sell
30
-8
-21% -$14 ﹤0.01% 2574
2025
Q4 		$77 Sell
38
-57
-60% -$93 ﹤0.01% 2378
2025
Q3 		$134 Sell
95
-195
-67% -$250 ﹤0.01% 2397
2025
Q2 		$288 Buy
290
+43
+17% +$38 ﹤0.01% 1953
2025
Q1 		$299 Buy
+247
New +$346 ﹤0.01% 1776
2024
Q4 		– Sell
-447
Closed -$774 – 1503
2024
Q3 		$774 Buy
+447
New +$848 ﹤0.01% 1025

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

True Wealth Design's SMRT Position: Q2 2026 in Review

True Wealth Design sold out of SmartRent (SMRT) in Q2 2026, closing a stake of 30 shares — an estimated $45 sold.

True Wealth Design first reported a position in SMRT in Q3 2024 and held it in 6 quarters. The position peaked at $774 in Q3 2024. 130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • True Wealth Design reported no remaining SmartRent position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 30 SmartRent shares in Q2 2026, an estimated $45.
  • True Wealth Design first reported a position in SmartRent in Q3 2024 and held it in 6 quarters.
  • True Wealth Design's SmartRent position peaked at $774 in Q3 2024.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.