Arkadios Wealth Advisors’s Samsara IOT Stock Holding History

Arkadios Wealth 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	$2.48M	Sell	76,343 -24,942	-25%	-$772K	0.04%	461
2026 Q1	$3.21M	Buy	101,285 +34,578	+52%	+$1.06M	0.05%	365
2025 Q4	$2.36M	Sell	66,707 -9,878	-13%	-$382K	0.05%	406
2025 Q3	$2.85M	Buy	76,585 +8,876	+13%	+$330K	0.07%	298
2025 Q2	$2.69M	Buy	67,709 +28,213	+71%	+$1.17M	0.08%	269
2025 Q1	$1.51M	Buy	39,496 +3,146	+9%	+$147K	0.06%	354
2024 Q4	$1.59M	Buy	36,350 +10,000	+38%	+$492K	0.09%	226
2024 Q3	$1.27M	Hold	26,350	–	–	0.07%	268
2024 Q2	$888K	Buy	26,350 +1,000	+4%	+$34.5K	0.06%	307
2024 Q1	$958K	Hold	25,350	–	–	0.07%	244
2023 Q4	$846K	Hold	25,350	–	–	0.07%	259
2023 Q3	$639K	Buy	+25,350	New	+$673K	0.06%	282

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arkadios Wealth Advisors's IOT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Samsara (IOT) stake by 25% in Q2 2026, selling an estimated $772K and leaving 76,343 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #461.

Arkadios Wealth Advisors first reported a position in IOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q1 2026. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Arkadios Wealth Advisors held 76,343 shares of Samsara worth $2.48M as of Q2 2026.
Arkadios Wealth Advisors sold 24,942 Samsara shares in Q2 2026, an estimated $772K.
Samsara made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #461 holding.
Arkadios Wealth Advisors first reported a position in Samsara in Q3 2023 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Samsara position peaked at $3.21M in Q1 2026.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.