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Stonegate Investment Group’s Samsara IOT Stock Holding History

Stonegate Investment 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
Q3 		$458K Hold
12,300
– – 0.01% 260
2025
Q2 		$489K Hold
12,300
– – 0.01% 243
2025
Q1 		$471K Hold
12,300
– – 0.01% 224
2024
Q4 		$537K Hold
12,300
– – 0.01% 206
2024
Q3 		$592K Hold
12,300
– – 0.02% 210
2024
Q2 		$415K Buy
12,300
+5,450
+80% +$188K 0.01% 246
2024
Q1 		$259K Hold
6,850
– – 0.01% 276
2023
Q4 		$229K Buy
+6,850
New +$190K 0.01% 278

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonegate Investment Group's IOT Position: Q3 2025 in Review

Stonegate Investment Group held its Samsara (IOT) position steady in Q3 2025 at 12,300 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #260.

Stonegate Investment Group first reported a position in IOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $592K in Q3 2024. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Stonegate Investment Group held 12,300 shares of Samsara worth $458K as of Q3 2025.
  • Stonegate Investment Group left its Samsara share count unchanged in Q3 2025.
  • Samsara made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #260 holding.
  • Stonegate Investment Group first reported a position in Samsara in Q4 2023 and has held it in 8 quarters since.
  • Stonegate Investment Group's Samsara position peaked at $592K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.