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Morse Asset Management’s Samsara IOT Stock Holding History

Morse Asset 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
Q2 		– Sell
-5,000
Closed -$192K – 373
2025
Q1 		$192K Buy
5,000
+1,000
+25% +$46.6K 0.05% 146
2024
Q4 		$175K Buy
+4,000
New +$197K 0.04% 156
2024
Q3 		– Sell
-19,765
Closed -$666K – 346
2024
Q2 		$666K Sell
19,765
-3,400
-15% -$117K 0.16% 104
2024
Q1 		$875K Buy
+23,165
New +$788K 0.22% 89

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

Morse Asset Management's IOT Position: Q2 2025 in Review

Morse Asset Management sold out of Samsara (IOT) in Q2 2025, closing a stake of 5,000 shares — an estimated $192K sold.

Morse Asset Management first reported a position in IOT in Q1 2024 and held it in 4 quarters. The position peaked at $875K in Q1 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Morse Asset Management reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Morse Asset Management sold 5,000 Samsara shares in Q2 2025, an estimated $192K.
  • Morse Asset Management first reported a position in Samsara in Q1 2024 and held it in 4 quarters.
  • Morse Asset Management's Samsara position peaked at $875K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Morse Asset Management's 13F filing for Q2 2025, filed 15 Aug 2025.