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Continuum Advisory’s Samsara IOT Stock Holding History

Continuum Advisory’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
-1,116
Closed -$42.8K – 988
2025
Q1 		$42.8K Sell
1,116
-45
-4% -$2.1K 0.01% 720
2024
Q4 		$50.7K Buy
1,161
+282
+32% +$13.9K 0.01% 661
2024
Q3 		$44.8K Buy
879
+247
+39% +$10K 0.01% 675
2024
Q2 		$21.3K Sell
632
-67
-10% -$2.31K ﹤0.01% 780
2024
Q1 		$27.8K Buy
+699
New +$23.8K ﹤0.01% 720

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Continuum Advisory's IOT Position: Q2 2025 in Review

Continuum Advisory sold out of Samsara (IOT) in Q2 2025, closing a stake of 1,116 shares — an estimated $42.8K sold.

Continuum Advisory first reported a position in IOT in Q1 2024 and held it in 5 quarters. The position peaked at $50.7K in Q4 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Continuum Advisory reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,116 Samsara shares in Q2 2025, an estimated $42.8K.
  • Continuum Advisory first reported a position in Samsara in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Samsara position peaked at $50.7K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.