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Allworth Financial’s Samsara IOT Stock Holding History

Allworth 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
Q2 		$88.8K Buy
2,739
+20
+0.7% +$619 ﹤0.01% 2027
2026
Q1 		$86.2K Buy
2,719
+1,173
+76% +$35.8K ﹤0.01% 1930
2025
Q4 		$54.8K Buy
1,546
+200
+15% +$7.74K ﹤0.01% 2131
2025
Q3 		$50.1K Buy
1,346
+178
+15% +$6.61K ﹤0.01% 2099
2025
Q2 		$46.5K Buy
1,168
+1,052
+907% +$43.5K ﹤0.01% 1988
2025
Q1 		$4.55K Buy
116
+66
+132% +$3.07K ﹤0.01% 2815
2024
Q4 		$2.39K Hold
50
– – ﹤0.01% 3100
2024
Q3 		$2.41K Hold
50
– – ﹤0.01% 2889
2024
Q2 		$1.79K Sell
50
-34
-40% -$1.17K ﹤0.01% 2972
2024
Q1 		$3.17K Sell
84
-10
-11% -$340 ﹤0.01% 2609
2023
Q4 		$3.14K Buy
94
+44
+88% +$1.22K ﹤0.01% 2469
2023
Q3 		$1.26K Hold
50
– – ﹤0.01% 2752
2023
Q2 		$1.39K Hold
50
– – ﹤0.01% 2634
2023
Q1 		$986 Hold
50
– – ﹤0.01% 2673
2022
Q4 		$622 Buy
+50
New +$569 ﹤0.01% 2577
2022
Q3 		– Sell
-100
Closed -$1K – 2867
2022
Q2 		$1K Hold
100
– – ﹤0.01% 2178
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1796
2021
Q4 		$3K Buy
+100
New +$2.6K ﹤0.01% 1645

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

Allworth Financial's IOT Position: Q2 2026 in Review

Allworth Financial increased its Samsara (IOT) stake by 0.74% in Q2 2026, buying an estimated $619 and bringing the position to 2,739 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Allworth Financial first reported a position in IOT in Q4 2021 and has held it in 18 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Allworth Financial held 2,739 shares of Samsara worth $88.8K as of Q2 2026.
  • Allworth Financial bought 20 Samsara shares in Q2 2026, an estimated $619.
  • Samsara made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2027 holding.
  • Allworth Financial first reported a position in Samsara in Q4 2021 and has held it in 18 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.