Wells Fargo
SMAR

Wells Fargo’s Smartsheet Inc. SMAR Stock Holding History

Wells Fargo’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
-16,752
Closed -$939K – 7369
2024
Q4 		$939K Sell
16,752
-17,383
-51% -$973K ﹤0.01% 3754
2024
Q3 		$1.89M Buy
34,135
+814
+2% +$39.5K ﹤0.01% 3093
2024
Q2 		$1.47M Sell
33,321
-17,664
-35% -$704K ﹤0.01% 3221
2024
Q1 		$1.96M Buy
50,985
+404
+0.8% +$17.6K ﹤0.01% 2987
2023
Q4 		$2.42M Buy
50,581
+66
+0.1% +$2.81K ﹤0.01% 2755
2023
Q3 		$2.04M Sell
50,515
-3,518
-7% -$144K ﹤0.01% 2793
2023
Q2 		$2.07M Buy
54,033
+2,937
+6% +$127K ﹤0.01% 2885
2023
Q1 		$2.44M Buy
51,096
+22,713
+80% +$988K ﹤0.01% 2701
2022
Q4 		$1.12M Buy
28,383
+1,157
+4% +$39.4K ﹤0.01% 3181
2022
Q3 		$936K Sell
27,226
-2,092
-7% -$70.9K ﹤0.01% 3287
2022
Q2 		$922K Sell
29,318
-87,618
-75% -$3.63M ﹤0.01% 3336
2022
Q1 		$6.41M Buy
116,936
+18,005
+18% +$1.03M ﹤0.01% 2230
2021
Q4 		$7.66M Buy
98,931
+48,392
+96% +$3.38M ﹤0.01% 2111
2021
Q3 		$3.48M Buy
50,539
+19,599
+63% +$1.44M ﹤0.01% 3186
2021
Q2 		$2.24M Sell
30,940
-6,118
-17% -$382K ﹤0.01% 3585
2021
Q1 		$2.37M Sell
37,058
-83,405
-69% -$5.84M ﹤0.01% 3544
2020
Q4 		$8.35M Buy
120,463
+18,043
+18% +$1.06M ﹤0.01% 2254
2020
Q3 		$5.06M Buy
102,420
+1,119
+1% +$54K ﹤0.01% 2493
2020
Q2 		$5.16M Buy
101,301
+32,127
+46% +$1.64M ﹤0.01% 2431
2020
Q1 		$2.87M Buy
69,174
+39,033
+130% +$1.77M ﹤0.01% 2702
2019
Q4 		$1.35M Buy
30,141
+600
+2% +$24.8K ﹤0.01% 3642
2019
Q3 		$1.06M Buy
29,541
+9,705
+49% +$462K ﹤0.01% 3788
2019
Q2 		$960K Buy
19,836
+12,482
+170% +$530K ﹤0.01% 3893
2019
Q1 		$300K Buy
7,354
+280
+4% +$9.68K ﹤0.01% 4623
2018
Q4 		$176K Buy
7,074
+5,610
+383% +$139K ﹤0.01% 4998
2018
Q3 		$46K Buy
1,464
+614
+72% +$16.4K ﹤0.01% 5615
2018
Q2 		$22K Buy
+850
New +$20.2K ﹤0.01% 5796

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

Wells Fargo's SMAR Position: Q1 2025 in Review

Wells Fargo sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 16,752 shares — an estimated $939K sold.

Wells Fargo first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $8.35M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Wells Fargo reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 16,752 Smartsheet Inc. shares in Q1 2025, an estimated $939K.
  • Wells Fargo first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Wells Fargo's Smartsheet Inc. position peaked at $8.35M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.