AWA
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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
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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
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