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 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%	1176
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%	1202
2023 Q3	$82K	Sell	3,254 -477	-13%	-$12.7K	﹤0.01%	1216
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%	1275
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%	1414
2022 Q2	$16K	Buy	+1,427	New	+$17.2K	﹤0.01%	1463

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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