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Global Financial Private Client’s Samsara IOT Stock Holding History

Global Financial Private Client’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
-4
Closed -$153 – 874
2025
Q1 		$153 Buy
4
+2
+100% +$93 ﹤0.01% 1567
2024
Q4 		$87 Buy
+2
New +$98 ﹤0.01% 1509

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Global Financial Private Client's IOT Position: Q2 2025 in Review

Global Financial Private Client sold out of Samsara (IOT) in Q2 2025, closing a stake of 4 shares — an estimated $153 sold.

Global Financial Private Client first reported a position in IOT in Q4 2024 and held it in 2 quarters. The position peaked at $153 in Q1 2025. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Global Financial Private Client reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Samsara shares in Q2 2025, an estimated $153.
  • Global Financial Private Client first reported a position in Samsara in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Samsara position peaked at $153 in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.