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Gitterman Wealth Management’s Samsara IOT Stock Holding History

Gitterman Wealth Management’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
-2,916
Closed -$116K – 226
2025
Q2 		$116K Buy
+2,916
New +$121K 0.03% 230

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

Gitterman Wealth Management's IOT Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Samsara (IOT) in Q3 2025, closing a stake of 2,916 shares — an estimated $116K sold.

Gitterman Wealth Management first reported a position in IOT in Q2 2025 and held it in 1 quarter. The position peaked at $116K in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,916 Samsara shares in Q3 2025, an estimated $116K.
  • Gitterman Wealth Management first reported a position in Samsara in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Samsara position peaked at $116K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.