Capstone Investment Advisors
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Capstone Investment Advisors’s Samsara IOT Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-8,808
Closed -$350K – 1975
2025
Q2 		$350K Sell
8,808
-1,430
-14% -$59.1K ﹤0.01% 1317
2025
Q1 		$392K Buy
+10,238
New +$477K ﹤0.01% 1132
2024
Q3 		– Sell
-17,419
Closed -$587K – 2057
2024
Q2 		$587K Sell
17,419
-1,648
-9% -$56.8K ﹤0.01% 1230
2024
Q1 		$721K Buy
+19,067
New +$649K ﹤0.01% 1352

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Investment Advisors's IOT Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Samsara (IOT) in Q3 2025, closing a stake of 8,808 shares — an estimated $350K sold.

Capstone Investment Advisors first reported a position in IOT in Q1 2024 and held it in 4 quarters. The position peaked at $721K in Q1 2024. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,808 Samsara shares in Q3 2025, an estimated $350K.
  • Capstone Investment Advisors first reported a position in Samsara in Q1 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's Samsara position peaked at $721K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.