Creative Planning
SMAR

Creative Planning’s Smartsheet Inc. SMAR Stock Holding History

Creative Planning’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,161
Closed -$962K – 3792
2024
Q4 		$962K Buy
17,161
+6,382
+59% +$357K ﹤0.01% 1673
2024
Q3 		$597K Buy
10,779
+721
+7% +$35K ﹤0.01% 1948
2024
Q2 		$443K Sell
10,058
-880
-8% -$35.1K ﹤0.01% 2036
2024
Q1 		$421K Buy
10,938
+3,162
+41% +$138K ﹤0.01% 1985
2023
Q4 		$372K Sell
7,776
-87
-1% -$3.71K ﹤0.01% 1932
2023
Q3 		$318K Sell
7,863
-119
-1% -$4.88K ﹤0.01% 1885
2023
Q2 		$305K Buy
7,982
+445
+6% +$19.2K ﹤0.01% 1904
2023
Q1 		$360K Sell
7,537
-354
-4% -$15.4K ﹤0.01% 1683
2022
Q4 		$311K Buy
7,891
+180
+2% +$6.13K ﹤0.01% 1706
2022
Q3 		$265K Buy
7,711
+630
+9% +$21.3K ﹤0.01% 1729
2022
Q2 		$223K Sell
7,081
-729
-9% -$30.2K ﹤0.01% 1811
2022
Q1 		$428K Sell
7,810
-2,869
-27% -$164K ﹤0.01% 1413
2021
Q4 		$827K Sell
10,679
-3,752
-26% -$262K ﹤0.01% 1042
2021
Q3 		$993K Buy
14,431
+2,160
+18% +$159K ﹤0.01% 959
2021
Q2 		$887K Buy
12,271
+3,255
+36% +$203K ﹤0.01% 993
2021
Q1 		$576K Buy
9,016
+16
+0.2% +$1.12K ﹤0.01% 1343
2020
Q4 		$624K Buy
9,000
+320
+4% +$18.8K ﹤0.01% 1188
2020
Q3 		$429K Buy
8,680
+147
+2% +$7.1K ﹤0.01% 1213
2020
Q2 		$435K Sell
8,533
-614
-7% -$31.3K ﹤0.01% 1106
2020
Q1 		$380K Buy
9,147
+50
+0.5% +$2.27K ﹤0.01% 1081
2019
Q4 		$409K Sell
9,097
-7,061
-44% -$292K ﹤0.01% 1222
2019
Q3 		$582K Buy
16,158
+7,108
+79% +$339K ﹤0.01% 982
2019
Q2 		$438K Hold
9,050
– – ﹤0.01% 1156
2019
Q1 		$369K Hold
9,050
– – ﹤0.01% 1213
2018
Q4 		$225K Buy
+9,050
New +$225K ﹤0.01% 1413

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SMAR Position: Q1 2025 in Review

Creative Planning sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 17,161 shares — an estimated $962K sold.

Creative Planning first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $993K in Q3 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Creative Planning reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 17,161 Smartsheet Inc. shares in Q1 2025, an estimated $962K.
  • Creative Planning first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Creative Planning's Smartsheet Inc. position peaked at $993K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.