Atria Wealth Solutions’s Samsara IOT Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-12,097	Closed	-$464K	–	1692
2025 Q1	$464K	Sell	12,097 -1,251	-9%	-$58.3K	0.01%	1239
2024 Q4	$583K	Buy	13,348 +1,818	+16%	+$89.4K	0.01%	1189
2024 Q3	$555K	Sell	11,530 -1,034	-8%	-$41.9K	0.01%	1199
2024 Q2	$423K	Sell	12,564 -105	-0.8%	-$3.62K	﹤0.01%	1316
2024 Q1	$479K	Buy	12,669 +2,246	+22%	+$76.4K	0.01%	1291
2023 Q4	$348K	Buy	+10,423	New	+$289K	﹤0.01%	1400

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Atria Wealth Solutions's IOT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Samsara (IOT) in Q2 2025, closing a stake of 12,097 shares — an estimated $464K sold.

Atria Wealth Solutions first reported a position in IOT in Q4 2023 and held it in 6 quarters. The position peaked at $583K in Q4 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Atria Wealth Solutions reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 12,097 Samsara shares in Q2 2025, an estimated $464K.
Atria Wealth Solutions first reported a position in Samsara in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's Samsara position peaked at $583K in Q4 2024.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.