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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
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Addison Advisors's IOT Position: Q1 2026 in Review

Addison Advisors opened a new position in Samsara (IOT) in Q1 2026: 76 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Addison Advisors previously reported a position in IOT as recently as Q4 2024.

Addison Advisors first reported a position in IOT in Q3 2024 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Addison Advisors held 76 shares of Samsara worth $2.41K as of Q1 2026.
  • Samsara was a new Addison Advisors position in Q1 2026.
  • Samsara made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #812 holding.
  • Addison Advisors first reported a position in Samsara in Q3 2024 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.