Legacy Capital Group California’s Samsara IOT Stock Holding History

Legacy Capital Group California’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	-12,611	Closed	-$483K	–	340
2025 Q1	$483K	Sell	12,611 -390	-3%	-$18.2K	0.17%	173
2024 Q4	$568K	Sell	13,001 -130	-1%	-$6.4K	0.17%	156
2024 Q3	$632K	Sell	13,131 -51	-0.4%	-$2.07K	0.21%	139
2024 Q2	$444K	Buy	13,182 +107	+0.8%	+$3.69K	0.16%	180
2024 Q1	$494K	Buy	+13,075	New	+$445K	0.18%	171
2023 Q4	–	Sell	-45,550	Closed	-$1.15M	–	288
2023 Q3	$1.15M	Buy	45,550 +426	+0.9%	+$11.3K	0.49%	35
2023 Q2	$1.25M	Buy	+45,124	New	+$1M	0.51%	35

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Legacy Capital Group California's IOT Position: Q2 2025 in Review

Legacy Capital Group California sold out of Samsara (IOT) in Q2 2025, closing a stake of 12,611 shares — an estimated $483K sold.

Legacy Capital Group California first reported a position in IOT in Q2 2023 and held it in 7 quarters. The position peaked at $1.25M in Q2 2023. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Legacy Capital Group California reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Legacy Capital Group California sold 12,611 Samsara shares in Q2 2025, an estimated $483K.
Legacy Capital Group California first reported a position in Samsara in Q2 2023 and held it in 7 quarters.
Legacy Capital Group California's Samsara position peaked at $1.25M in Q2 2023.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.