ALPS Advisors’s Samsara IOT Stock Holding History

ALPS Advisors’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	$2.84M	Buy	89,669 +20,955	+30%	+$640K	0.01%	342
2025 Q4	$2.44M	Sell	68,714 -16,849	-20%	-$652K	0.01%	366
2025 Q3	$3.19M	Buy	85,563 +13,298	+18%	+$494K	0.02%	314
2025 Q2	$2.87M	Buy	72,265 +1,564	+2%	+$64.6K	0.02%	316
2025 Q1	$2.71M	Buy	70,701 +5,655	+9%	+$263K	0.02%	304
2024 Q4	$2.84M	Buy	65,046 +7,332	+13%	+$361K	0.02%	292
2024 Q3	$2.78M	Sell	57,714 -37,367	-39%	-$1.51M	0.02%	308
2024 Q2	$3.2M	Buy	95,081 +5,526	+6%	+$191K	0.02%	273
2024 Q1	$3.38M	Buy	89,555 +58,756	+191%	+$2M	0.02%	281
2023 Q4	$1.03M	Sell	30,799 -2,085	-6%	-$57.9K	0.01%	473
2023 Q3	$829K	Sell	32,884 -32,904	-50%	-$873K	0.01%	509
2023 Q2	$1.82M	Sell	65,788 -20,152	-23%	-$447K	0.02%	327
2023 Q1	$1.69M	Sell	85,940 -49,665	-37%	-$787K	0.02%	320
2022 Q4	$1.69M	Sell	135,605 -50,056	-27%	-$570K	0.02%	334
2022 Q3	$2.24M	Buy	+185,661	New	+$2.63M	0.02%	291

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