QTR Family Wealth’s Samsara IOT Stock Holding History

QTR Family 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 Q3	–	Sell	-6,053	Closed	-$241K	–	262
2025 Q2	$241K	Sell	6,053 -1,453	-19%	-$60K	0.15%	147
2025 Q1	$288K	Buy	+7,506	New	+$350K	0.22%	114

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

QTR Family Wealth's IOT Position: Q3 2025 in Review

QTR Family Wealth sold out of Samsara (IOT) in Q3 2025, closing a stake of 6,053 shares — an estimated $241K sold.

QTR Family Wealth first reported a position in IOT in Q1 2025 and held it in 2 quarters. The position peaked at $288K in Q1 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

QTR Family Wealth reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
QTR Family Wealth sold 6,053 Samsara shares in Q3 2025, an estimated $241K.
QTR Family Wealth first reported a position in Samsara in Q1 2025 and held it in 2 quarters.
QTR Family Wealth's Samsara position peaked at $288K in Q1 2025.
516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on QTR Family Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.