Watts Gwilliam & Co’s Samsara IOT Stock Holding History

Watts Gwilliam & Co’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	-8,400	Closed	-$322K	–	232
2025 Q1	$322K	Hold	8,400	–	–	0.07%	155
2024 Q4	$361K	Buy	+8,400	New	+$413K	0.08%	151

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

Watts Gwilliam & Co's IOT Position: Q2 2025 in Review

Watts Gwilliam & Co sold out of Samsara (IOT) in Q2 2025, closing a stake of 8,400 shares — an estimated $322K sold.

Watts Gwilliam & Co first reported a position in IOT in Q4 2024 and held it in 2 quarters. The position peaked at $361K in Q4 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Watts Gwilliam & Co reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Watts Gwilliam & Co sold 8,400 Samsara shares in Q2 2025, an estimated $322K.
Watts Gwilliam & Co first reported a position in Samsara in Q4 2024 and held it in 2 quarters.
Watts Gwilliam & Co's Samsara position peaked at $361K in Q4 2024.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Watts Gwilliam & Co's 13F filing for Q2 2025, filed 19 Sep 2025.