Rothwell Investment Advisors, LLC’s Samsara IOT Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$5.64K	Buy	+148	New	+$5.67K	﹤0.01%	890

Other funds holding IOT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IOT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Samsara (IOT) in Q3 2026: 148 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings.

279 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Rothwell Investment Advisors, LLC held 148 shares of Samsara worth $5.64K as of Q3 2026.
Samsara was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Samsara made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #890 holding.
279 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.