Advisor OS’s Samsara IOT Stock Holding History

Advisor OS’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	–	Sell	-11,924	Closed	-$423K	–	605
2025 Q4	$423K	Buy	+11,924	New	+$462K	0.03%	312

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Advisor OS's IOT Position: Q1 2026 in Review

Advisor OS sold out of Samsara (IOT) in Q1 2026, closing a stake of 11,924 shares — an estimated $423K sold.

Advisor OS first reported a position in IOT in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Advisor OS reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 11,924 Samsara shares in Q1 2026, an estimated $423K.
Advisor OS first reported a position in Samsara in Q4 2025 and held it in 1 quarter.
Advisor OS's Samsara position peaked at $423K in Q4 2025.
544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.