Financial Engines Advisors
IOT icon

Financial Engines Advisors’s Samsara IOT Stock Holding History

Financial Engines 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
Q2 		– Sell
-65,727
Closed -$2.52M – 527
2025
Q1 		$2.52M Sell
65,727
-172
-0.3% -$8.01K 0.01% 176
2024
Q4 		$2.88M Buy
65,899
+1,075
+2% +$52.9K 0.01% 178
2024
Q3 		$3.12M Buy
+64,824
New +$2.63M 0.01% 149

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

Financial Engines Advisors's IOT Position: Q2 2025 in Review

Financial Engines Advisors sold out of Samsara (IOT) in Q2 2025, closing a stake of 65,727 shares — an estimated $2.52M sold.

Financial Engines Advisors first reported a position in IOT in Q3 2024 and held it in 3 quarters. The position peaked at $3.12M in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Financial Engines Advisors reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 65,727 Samsara shares in Q2 2025, an estimated $2.52M.
  • Financial Engines Advisors first reported a position in Samsara in Q3 2024 and held it in 3 quarters.
  • Financial Engines Advisors's Samsara position peaked at $3.12M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.