Tortoise Investment Management’s Samsara IOT Stock Holding History

Tortoise 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 Q4	–	Sell	-7	Closed	-$261	–	809
2025 Q3	$261	Buy	+7	New	+$260	﹤0.01%	1277

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tortoise Investment Management's IOT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Samsara (IOT) in Q4 2025, closing a stake of 7 shares — an estimated $261 sold.

Tortoise Investment Management first reported a position in IOT in Q3 2025 and held it in 1 quarter. The position peaked at $261 in Q3 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

Tortoise Investment Management reported no remaining Samsara position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 7 Samsara shares in Q4 2025, an estimated $261.
Tortoise Investment Management first reported a position in Samsara in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Samsara position peaked at $261 in Q3 2025.
546 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.