AAM
IOT icon

Advisors Asset Management’s Samsara IOT Stock Holding History

Advisors Asset Management’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 		$1.19M Buy
36,648
+294
+0.8% +$9.11K 0.02% 768
2026
Q1 		$1.15M Buy
36,354
+3,789
+12% +$116K 0.02% 758
2025
Q4 		$1.15M Buy
32,565
+16,736
+106% +$648K 0.02% 752
2025
Q3 		$590K Buy
15,829
+8,903
+129% +$331K 0.01% 935
2025
Q2 		$276K Buy
6,926
+3,904
+129% +$161K ﹤0.01% 1062
2025
Q1 		$116K Buy
3,022
+351
+13% +$16.3K ﹤0.01% 1174
2024
Q4 		$117K Sell
2,671
-265
-9% -$13K ﹤0.01% 1200
2024
Q3 		$141K Sell
2,936
-241
-8% -$9.77K ﹤0.01% 1170
2024
Q2 		$107K Sell
3,177
-69
-2% -$2.38K ﹤0.01% 1191
2024
Q1 		$123K Buy
3,246
+280
+9% +$9.53K ﹤0.01% 1192
2023
Q4 		$99K Sell
2,966
-288
-9% -$8K ﹤0.01% 1203
2023
Q3 		$82K Sell
3,254
-477
-13% -$12.7K ﹤0.01% 1217
2023
Q2 		$103K Buy
3,731
+533
+17% +$11.8K ﹤0.01% 1201
2023
Q1 		$63.1K Buy
3,198
+462
+17% +$7.32K ﹤0.01% 1276
2022
Q4 		$34K Buy
2,736
+430
+19% +$4.9K ﹤0.01% 1376
2022
Q3 		$28K Buy
2,306
+879
+62% +$12.5K ﹤0.01% 1415
2022
Q2 		$16K Buy
+1,427
New +$17.2K ﹤0.01% 1465

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisors Asset Management's IOT Position: Q2 2026 in Review

Advisors Asset Management increased its Samsara (IOT) stake by 0.81% in Q2 2026, buying an estimated $9.11K and bringing the position to 36,648 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #768.

Advisors Asset Management first reported a position in IOT in Q2 2022 and has held it in 17 quarters since. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Advisors Asset Management held 36,648 shares of Samsara worth $1.19M as of Q2 2026.
  • Advisors Asset Management bought 294 Samsara shares in Q2 2026, an estimated $9.11K.
  • Samsara made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #768 holding.
  • Advisors Asset Management first reported a position in Samsara in Q2 2022 and has held it in 17 quarters since.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.