Capstone Wealth Management Group (Pennsylvania)’s Samsara IOT Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	-21,430	Closed	-$821K	–	61
2025 Q1	$821K	Sell	21,430 -10,120	-32%	-$471K	0.47%	43
2024 Q4	$1.38M	Buy	31,550 +4,890	+18%	+$241K	0.74%	31
2024 Q3	$1.28M	Buy	26,660 +610	+2%	+$24.7K	0.76%	32
2024 Q2	$878K	Buy	26,050 +3,870	+17%	+$133K	0.57%	42
2024 Q1	$838K	Buy	+22,180	New	+$755K	0.6%	42

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

Capstone Wealth Management Group (Pennsylvania)'s IOT Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Samsara (IOT) in Q2 2025, closing a stake of 21,430 shares — an estimated $821K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IOT in Q1 2024 and held it in 5 quarters. The position peaked at $1.38M in Q4 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 21,430 Samsara shares in Q2 2025, an estimated $821K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Samsara in Q1 2024 and held it in 5 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Samsara position peaked at $1.38M in Q4 2024.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.