Pictet Asset Management
SMAR

Pictet Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Pictet Asset 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
-18,745
Closed -$1.05M – 2098
2024
Q4 		$1.05M Buy
18,745
+2,445
+15% +$137K ﹤0.01% 1057
2024
Q3 		$902K Buy
16,300
+269
+2% +$13K ﹤0.01% 1086
2024
Q2 		$707K Sell
16,031
-1,464
-8% -$58.4K ﹤0.01% 1133
2024
Q1 		$673K Buy
17,495
+2,106
+14% +$91.9K ﹤0.01% 1179
2023
Q4 		$736K Hold
15,389
– – ﹤0.01% 1099
2023
Q3 		$623K Buy
+15,389
New +$632K ﹤0.01% 1119

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

Pictet Asset Management's SMAR Position: Q1 2025 in Review

Pictet Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 18,745 shares — an estimated $1.05M sold.

Pictet Asset Management first reported a position in SMAR in Q3 2023 and held it in 6 quarters. The position peaked at $1.05M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Pictet Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Pictet Asset Management sold 18,745 Smartsheet Inc. shares in Q1 2025, an estimated $1.05M.
  • Pictet Asset Management first reported a position in Smartsheet Inc. in Q3 2023 and held it in 6 quarters.
  • Pictet Asset Management's Smartsheet Inc. position peaked at $1.05M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Pictet Asset Management's 13F filing for Q1 2025, filed 5 May 2025.