TWM
IOT icon

TCFG Wealth Management’s Samsara IOT Stock Holding History

TCFG Wealth 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
Q3 		– Sell
-5,275
Closed -$210K – 275
2025
Q2 		$210K Sell
5,275
-290
-5% -$12K 0.1% 240
2025
Q1 		$213K Buy
+5,565
New +$259K 0.11% 217

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCFG Wealth Management's IOT Position: Q3 2025 in Review

TCFG Wealth Management sold out of Samsara (IOT) in Q3 2025, closing a stake of 5,275 shares — an estimated $210K sold.

TCFG Wealth Management first reported a position in IOT in Q1 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • TCFG Wealth Management reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 5,275 Samsara shares in Q3 2025, an estimated $210K.
  • TCFG Wealth Management first reported a position in Samsara in Q1 2025 and held it in 2 quarters.
  • TCFG Wealth Management's Samsara position peaked at $213K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.