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Elevate Wealth Advisory’s Samsara IOT Stock Holding History

Elevate Wealth 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
Q3 		– Sell
-23,376
Closed -$930K – 128
2025
Q2 		$930K Buy
23,376
+2,485
+12% +$103K 0.66% 32
2025
Q1 		$801K Buy
20,891
+2,240
+12% +$104K 0.57% 34
2024
Q4 		$815K Buy
18,651
+2,391
+15% +$118K 0.61% 32
2024
Q3 		$782K Buy
16,260
+1,369
+9% +$55.5K 0.58% 34
2024
Q2 		$502K Buy
14,891
+2,374
+19% +$81.9K 0.41% 38
2024
Q1 		$473K Sell
12,517
-709
-5% -$24.1K 0.41% 35
2023
Q4 		$441K Buy
+13,226
New +$367K 0.4% 34

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elevate Wealth Advisory's IOT Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Samsara (IOT) in Q3 2025, closing a stake of 23,376 shares — an estimated $930K sold.

Elevate Wealth Advisory first reported a position in IOT in Q4 2023 and held it in 7 quarters. The position peaked at $930K in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 23,376 Samsara shares in Q3 2025, an estimated $930K.
  • Elevate Wealth Advisory first reported a position in Samsara in Q4 2023 and held it in 7 quarters.
  • Elevate Wealth Advisory's Samsara position peaked at $930K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.