PAG
IOT icon

Private Advisory Group’s Samsara IOT Stock Holding History

Private Advisory Group’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
-6,642
Closed -$255K – 228
2025
Q1 		$255K Buy
6,642
+1,211
+22% +$56.4K 0.03% 179
2024
Q4 		$237K Sell
5,431
-1,262
-19% -$62.1K 0.03% 192
2024
Q3 		$322K Buy
+6,693
New +$271K 0.04% 163

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

Private Advisory Group's IOT Position: Q2 2025 in Review

Private Advisory Group sold out of Samsara (IOT) in Q2 2025, closing a stake of 6,642 shares — an estimated $255K sold.

Private Advisory Group first reported a position in IOT in Q3 2024 and held it in 3 quarters. The position peaked at $322K in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Private Advisory Group reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Private Advisory Group sold 6,642 Samsara shares in Q2 2025, an estimated $255K.
  • Private Advisory Group first reported a position in Samsara in Q3 2024 and held it in 3 quarters.
  • Private Advisory Group's Samsara position peaked at $322K in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Private Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.