Wellcome Trust’s Samsara IOT Stock Holding History

Wellcome Trust’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	-425,877	Closed	-$18.6M	–	21
2024 Q4	$18.6M	Sell	425,877 -432,553	-50%	-$21.3M	0.22%	21
2024 Q3	$41.3M	Buy	+858,430	New	+$34.8M	0.5%	22

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellcome Trust's IOT Position: Q1 2025 in Review

Wellcome Trust sold out of Samsara (IOT) in Q1 2025, closing a stake of 425,877 shares — an estimated $18.6M sold.

Wellcome Trust first reported a position in IOT in Q3 2024 and held it in 2 quarters. The position peaked at $41.3M in Q3 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

Wellcome Trust reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
Wellcome Trust sold 425,877 Samsara shares in Q1 2025, an estimated $18.6M.
Wellcome Trust first reported a position in Samsara in Q3 2024 and held it in 2 quarters.
Wellcome Trust's Samsara position peaked at $41.3M in Q3 2024.
447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Wellcome Trust's 13F filing for Q1 2025, filed 24 Apr 2025.