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Annis Gardner Whiting Capital Advisors’s Samsara IOT Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		$238K Hold
7,335
– – 0.04% 312
2026
Q1 		$232K Hold
7,335
– – 0.04% 290
2025
Q4 		$260K Hold
7,335
– – 0.05% 259
2025
Q3 		$273K Buy
+7,335
New +$272K 0.06% 241
2025
Q1 		– Sell
-2,515
Closed -$110K – 789
2024
Q4 		$110K Buy
+2,515
New +$124K 0.03% 269

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

Annis Gardner Whiting Capital Advisors's IOT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its Samsara (IOT) position steady in Q2 2026 at 7,335 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #312.

Annis Gardner Whiting Capital Advisors first reported a position in IOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $273K in Q3 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 7,335 shares of Samsara worth $238K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors left its Samsara share count unchanged in Q2 2026.
  • Samsara made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #312 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Samsara in Q4 2024 and has held it in 5 quarters since.
  • Annis Gardner Whiting Capital Advisors's Samsara position peaked at $273K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.