LFG
SMAR

Larson Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Larson Financial Group’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
-12,643
Closed -$708K – 3232
2024
Q4 		$708K Sell
12,643
-610
-5% -$34.1K 0.04% 292
2024
Q3 		$734K Buy
13,253
+277
+2% +$13.4K 0.04% 267
2024
Q2 		$572K Sell
12,976
-233
-2% -$9.29K 0.04% 252
2024
Q1 		$509K Buy
13,209
+48
+0.4% +$2.09K 0.04% 242
2023
Q4 		$629K Sell
13,161
-332
-2% -$14.2K 0.06% 193
2023
Q3 		$546K Sell
13,493
-33
-0.2% -$1.35K 0.05% 186
2023
Q2 		$518K Buy
13,526
+330
+3% +$14.3K 0.05% 194
2023
Q1 		$631K Buy
13,196
+3,544
+37% +$154K 0.07% 177
2022
Q4 		$380K Buy
9,652
+4,343
+82% +$148K 0.05% 224
2022
Q3 		$182K Buy
5,309
+5,030
+1,803% +$170K 0.03% 281
2022
Q2 		$9K Buy
+279
New +$11.6K ﹤0.01% 768

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Larson Financial Group's SMAR Position: Q1 2025 in Review

Larson Financial Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 12,643 shares — an estimated $708K sold.

Larson Financial Group first reported a position in SMAR in Q2 2022 and held it in 11 quarters. The position peaked at $734K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Larson Financial Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 12,643 Smartsheet Inc. shares in Q1 2025, an estimated $708K.
  • Larson Financial Group first reported a position in Smartsheet Inc. in Q2 2022 and held it in 11 quarters.
  • Larson Financial Group's Smartsheet Inc. position peaked at $734K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.