WE
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Wealth Effects’s Samsara IOT Stock Holding History

Wealth Effects’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
Q1 		– Sell
-9,250
Closed -$404K – 211
2024
Q4 		$404K Sell
9,250
-1,300
-12% -$64K 0.14% 126
2024
Q3 		$508K Hold
10,550
– – 0.18% 105
2024
Q2 		$356K Buy
10,550
+2,900
+38% +$100K 0.13% 131
2024
Q1 		$289K Buy
+7,650
New +$260K 0.11% 155

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Effects's IOT Position: Q1 2025 in Review

Wealth Effects sold out of Samsara (IOT) in Q1 2025, closing a stake of 9,250 shares — an estimated $404K sold.

Wealth Effects first reported a position in IOT in Q1 2024 and held it in 4 quarters. The position peaked at $508K in Q3 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Wealth Effects reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Wealth Effects sold 9,250 Samsara shares in Q1 2025, an estimated $404K.
  • Wealth Effects first reported a position in Samsara in Q1 2024 and held it in 4 quarters.
  • Wealth Effects's Samsara position peaked at $508K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.