AF
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Advisornet Financial’s Samsara IOT Stock Holding History

Advisornet Financial’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 		$7.76K Buy
245
+112
+84% +$3.42K ﹤0.01% 1620
2025
Q4 		$4.71K Buy
133
+74
+125% +$2.86K ﹤0.01% 1741
2025
Q3 		$2.2K Buy
59
+44
+293% +$1.63K ﹤0.01% 1851
2025
Q2 		$597 Sell
15
-62
-81% -$2.56K ﹤0.01% 2027
2025
Q1 		$2.95K Buy
77
+72
+1,440% +$3.35K ﹤0.01% 1713
2024
Q4 		$218 Buy
+5
New +$246 ﹤0.01% 1875
2024
Q1 		– Sell
-2
Closed -$67 – 2277
2023
Q4 		$67 Sell
2
-5
-71% -$139 ﹤0.01% 2388
2023
Q3 		$176 Buy
7
+5
+250% +$133 ﹤0.01% 2158
2023
Q2 		$55 Buy
+2
New +$44 ﹤0.01% 2310

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return