Addison Advisors’s Samsara IOT Stock Holding History

Addison Advisors’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	–	Sell	-76	Closed	-$2.41K	–	849
2026 Q1	$2.41K	Buy	+76	New	+$2.32K	﹤0.01%	812
2025 Q1	–	Sell	-14	Closed	-$612	–	859
2024 Q4	$612	Hold	14	–	–	﹤0.01%	802
2024 Q3	$674	Buy	+14	New	+$567	﹤0.01%	794

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Addison Advisors's IOT Position: Q2 2026 in Review

Addison Advisors sold out of Samsara (IOT) in Q2 2026, closing a stake of 76 shares — an estimated $2.41K sold.

Addison Advisors first reported a position in IOT in Q3 2024 and held it in 3 quarters. The position peaked at $2.41K in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Addison Advisors reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 76 Samsara shares in Q2 2026, an estimated $2.41K.
Addison Advisors first reported a position in Samsara in Q3 2024 and held it in 3 quarters.
Addison Advisors's Samsara position peaked at $2.41K in Q1 2026.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.