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Adero Partners’s Samsara IOT Stock Holding History

Adero Partners’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$292K Sell
7,626
-36
-0.5% -$1.68K 0.02% 180
2024
Q4 		$335K Sell
7,662
-1,529
-17% -$75.2K 0.02% 159
2024
Q3 		$442K Buy
9,191
+21
+0.2% +$851 0.03% 133
2024
Q2 		$309K Buy
9,170
+4
+0% +$138 0.02% 157
2024
Q1 		$346K Sell
9,166
-6,144
-40% -$209K 0.03% 145
2023
Q4 		$511K Sell
15,310
-5,034
-25% -$140K 0.04% 107
2023
Q3 		$513K Buy
20,344
+1,571
+8% +$41.7K 0.05% 98
2023
Q2 		$520K Buy
+18,773
New +$416K 0.05% 97

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adero Partners's IOT Position: Q1 2025 in Review

Adero Partners reduced its Samsara (IOT) stake by 0.47% in Q1 2025, selling an estimated $1.68K and leaving 7,626 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #180.

Adero Partners first reported a position in IOT in Q2 2023 and has held it in 8 quarters since. The position peaked at $520K in Q2 2023. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Adero Partners held 7,626 shares of Samsara worth $292K as of Q1 2025.
  • Adero Partners sold 36 Samsara shares in Q1 2025, an estimated $1.68K.
  • Samsara made up 0.02% of Adero Partners's portfolio in Q1 2025, its #180 holding.
  • Adero Partners first reported a position in Samsara in Q2 2023 and has held it in 8 quarters since.
  • Adero Partners's Samsara position peaked at $520K in Q2 2023.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.