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PTC
Private Trust Company’s
Samsara
IOT
Stock Holding History
Private Trust Company’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
2026
Q1
$1.08K
Hold
34
–
–
﹤0.01%
2468
2025
Q4
$1.21K
Hold
34
–
–
﹤0.01%
2407
2025
Q3
$1.27K
Hold
34
–
–
﹤0.01%
2411
2025
Q2
$1.35K
Sell
34
-1,242
-97%
-$51.3K
﹤0.01%
2335
2025
Q1
$48.9K
Sell
1,276
-274
-18%
-$12.8K
0.01%
1207
2024
Q4
$67.7K
Hold
1,550
–
–
0.01%
1064
2024
Q3
$74.6K
Buy
1,550
+250
+19%
+$10.1K
0.01%
1009
2024
Q2
$43.8K
Hold
1,300
–
–
﹤0.01%
1162
2024
Q1
$49.1K
Buy
+1,300
New
+$44.2K
0.01%
1112
Other funds holding IOT
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$97.9B AUM
20.73%
1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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