MCM
SMAR

MV Capital Management’s Smartsheet Inc. SMAR Stock Holding History

MV Capital Management’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
-9
Closed -$505 – 1102
2024
Q4 		$505 Hold
9
– – ﹤0.01% 812
2024
Q3 		$499 Hold
9
– – ﹤0.01% 805
2024
Q2 		$397 Buy
9
+7
+350% +$279 ﹤0.01% 747
2024
Q1 		$77 Buy
+2
New +$87 ﹤0.01% 791

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 $8.31B AUM 21.94% 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

MV Capital Management's SMAR Position: Q1 2025 in Review

MV Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 9 shares — an estimated $505 sold.

MV Capital Management first reported a position in SMAR in Q1 2024 and held it in 4 quarters. The position peaked at $505 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • MV Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • MV Capital Management sold 9 Smartsheet Inc. shares in Q1 2025, an estimated $505.
  • MV Capital Management first reported a position in Smartsheet Inc. in Q1 2024 and held it in 4 quarters.
  • MV Capital Management's Smartsheet Inc. position peaked at $505 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on MV Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.