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Olistico Wealth’s Samsara IOT Stock Holding History

Olistico Wealth’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
Q1 		– Sell
-23
Closed -$1K – 351
2024
Q4 		$1K Hold
23
– – ﹤0.01% 296
2024
Q3 		$1.11K Buy
+23
New +$932 ﹤0.01% 297

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Olistico Wealth's IOT Position: Q1 2025 in Review

Olistico Wealth sold out of Samsara (IOT) in Q1 2025, closing a stake of 23 shares — an estimated $1K sold.

Olistico Wealth first reported a position in IOT in Q3 2024 and held it in 2 quarters. The position peaked at $1.11K in Q3 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Olistico Wealth reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Olistico Wealth sold 23 Samsara shares in Q1 2025, an estimated $1K.
  • Olistico Wealth first reported a position in Samsara in Q3 2024 and held it in 2 quarters.
  • Olistico Wealth's Samsara position peaked at $1.11K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Olistico Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.