Stone House Investment Management’s Samsara IOT Stock Holding History

Stone House Investment Management’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	-55	Closed	-$2.11K	–	545
2025 Q1	$2.11K	Buy	+55	New	+$2.56K	﹤0.01%	380
2024 Q4	–	Sell	-55	Closed	-$2.65K	–	201
2024 Q3	$2.65K	Hold	55	–	–	﹤0.01%	318
2024 Q2	$1.85K	Hold	55	–	–	﹤0.01%	335
2024 Q1	$2.08K	Hold	55	–	–	﹤0.01%	346
2023 Q4	$1.84K	Hold	55	–	–	﹤0.01%	269
2023 Q3	$1.39K	Hold	55	–	–	﹤0.01%	285
2023 Q2	$1.52K	Buy	+55	New	+$1.22K	﹤0.01%	280

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Stone House Investment Management's IOT Position: Q2 2025 in Review

Stone House Investment Management sold out of Samsara (IOT) in Q2 2025, closing a stake of 55 shares — an estimated $2.11K sold.

Stone House Investment Management first reported a position in IOT in Q2 2023 and held it in 7 quarters. The position peaked at $2.65K in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Stone House Investment Management reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Stone House Investment Management sold 55 Samsara shares in Q2 2025, an estimated $2.11K.
Stone House Investment Management first reported a position in Samsara in Q2 2023 and held it in 7 quarters.
Stone House Investment Management's Samsara position peaked at $2.65K in Q3 2024.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.