Northwestern Mutual Wealth Management
SMAR

Northwestern Mutual Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Northwestern Mutual Wealth 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
-65
Closed -$3.64K – 4019
2024
Q4 		$3.64K Hold
65
– – ﹤0.01% 3035
2024
Q3 		$3.6K Buy
65
+26
+67% +$1.26K ﹤0.01% 2989
2024
Q2 		$1.72K Sell
39
-1,734
-98% -$69.1K ﹤0.01% 3133
2024
Q1 		$68.3K Sell
1,773
-2,047
-54% -$89.3K ﹤0.01% 1957
2023
Q4 		$183K Buy
+3,820
New +$163K ﹤0.01% 1542
2023
Q2 		– Sell
-4,612
Closed -$220K – 3664
2023
Q1 		$220K Buy
+4,612
New +$201K ﹤0.01% 1404
2022
Q4 		– Sell
-500
Closed -$17K – 3500
2022
Q3 		$17K Buy
500
+358
+252% +$12.1K ﹤0.01% 2283
2022
Q2 		$5K Buy
+142
New +$5.88K ﹤0.01% 2733

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 $59.2B AUM 26.02% 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

Northwestern Mutual Wealth Management's SMAR Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 65 shares — an estimated $3.64K sold.

Northwestern Mutual Wealth Management first reported a position in SMAR in Q2 2022 and held it in 8 quarters. The position peaked at $220K in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 65 Smartsheet Inc. shares in Q1 2025, an estimated $3.64K.
  • Northwestern Mutual Wealth Management first reported a position in Smartsheet Inc. in Q2 2022 and held it in 8 quarters.
  • Northwestern Mutual Wealth Management's Smartsheet Inc. position peaked at $220K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.