1832 Asset Management
IOT icon

1832 Asset Management’s Samsara IOT Stock Holding History

1832 Asset 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
2026
Q2 		$47.1M Sell
1,452,200
-2,873,100
-66% -$89M 0.02% 253
2026
Q1 		$137M Buy
4,325,300
+1,522,593
+54% +$46.5M 0.13% 126
2025
Q4 		$99.4M Buy
2,802,707
+2,386,047
+573% +$92.4M 0.08% 163
2025
Q3 		$15.5M Sell
416,660
-512,199
-55% -$19M 0.01% 297
2025
Q2 		$37M Sell
928,859
-2,594,841
-74% -$107M 0.03% 224
2025
Q1 		$135M Sell
3,523,700
-2,027,900
-37% -$94.4M 0.12% 105
2024
Q4 		$243M Sell
5,551,600
-1,289,200
-19% -$63.4M 0.21% 66
2024
Q3 		$329M Sell
6,840,800
-1,287,700
-16% -$52.2M 0.25% 43
2024
Q2 		$274M Buy
8,128,500
+500,400
+7% +$17.3M 0.22% 52
2024
Q1 		$288M Buy
7,628,100
+3,853,400
+102% +$131M 0.17% 52
2023
Q4 		$126M Sell
3,774,700
-144,800
-4% -$4.02M 0.18% 104
2023
Q3 		$98.8M Buy
3,919,500
+601,000
+18% +$15.9M 0.14% 113
2023
Q2 		$92M Buy
3,318,500
+2,166,500
+188% +$48M 0.11% 113
2023
Q1 		$22.7M Buy
1,152,000
+630,600
+121% +$10M 0.03% 262
2022
Q4 		$6.48M Buy
+521,400
New +$5.94M 0.01% 398

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

1832 Asset Management's IOT Position: Q2 2026 in Review

1832 Asset Management reduced its Samsara (IOT) stake by 66% in Q2 2026, selling an estimated $89M and leaving 1,452,200 shares worth $47.1M. The position accounts for 0.02% of the portfolio, ranked #253.

1832 Asset Management first reported a position in IOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $329M in Q3 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • 1832 Asset Management held 1,452,200 shares of Samsara worth $47.1M as of Q2 2026.
  • 1832 Asset Management sold 2,873,100 Samsara shares in Q2 2026, an estimated $89M.
  • Samsara made up 0.02% of 1832 Asset Management's portfolio in Q2 2026, its #253 holding.
  • 1832 Asset Management first reported a position in Samsara in Q4 2022 and has held it in 15 quarters since.
  • 1832 Asset Management's Samsara position peaked at $329M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.