TWD
SMRT icon

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
Q3 		$89 Buy
+75
New +$89 ﹤0.01% 2456
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SMRT Position: Q3 2026 in Review

True Wealth Design opened a new position in SmartRent (SMRT) in Q3 2026: 75 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #2456 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SMRT as recently as Q1 2026.

True Wealth Design first reported a position in SMRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $774 in Q3 2024. 5 funds tracked by Wall St. Rank hold SMRT as of Q3 2026.

  • True Wealth Design held 75 shares of SmartRent worth $89 as of Q3 2026.
  • SmartRent was a new True Wealth Design position in Q3 2026.
  • SmartRent made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2456 holding.
  • True Wealth Design first reported a position in SmartRent in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's SmartRent position peaked at $774 in Q3 2024.
  • 5 funds tracked by Wall St. Rank held SmartRent as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.