SBF
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Sara-Bay Financial’s Samsara IOT Stock Holding History

Sara-Bay Financial’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
-206,289
Closed -$8.03M – 83
2025
Q1 		$8.03M Buy
206,289
+4,518
+2% +$210K 3.54% 9
2024
Q4 		$8.86M Buy
201,771
+599
+0.3% +$29.5K 3.28% 10
2024
Q3 		$9.68M Buy
+201,172
New +$8.15M 3.51% 9

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

Sara-Bay Financial's IOT Position: Q2 2025 in Review

Sara-Bay Financial sold out of Samsara (IOT) in Q2 2025, closing a stake of 206,289 shares — an estimated $8.03M sold.

Sara-Bay Financial first reported a position in IOT in Q3 2024 and held it in 3 quarters. The position peaked at $9.68M in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Sara-Bay Financial reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Sara-Bay Financial sold 206,289 Samsara shares in Q2 2025, an estimated $8.03M.
  • Sara-Bay Financial first reported a position in Samsara in Q3 2024 and held it in 3 quarters.
  • Sara-Bay Financial's Samsara position peaked at $9.68M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Sara-Bay Financial's 13F filing for Q2 2025, filed 15 Jul 2025.