AssetMark Inc’s Samsara IOT Stock Holding History

AssetMark Inc’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	$1.47M	Sell	45,350 -7,164	-14%	-$222K	﹤0.01%	1017
2026 Q1	$1.66M	Buy	52,514 +5,393	+11%	+$165K	﹤0.01%	927
2025 Q4	$1.67M	Buy	47,121 +28,156	+148%	+$1.09M	﹤0.01%	898
2025 Q3	$706K	Buy	18,965 +17,380	+1,097%	+$646K	﹤0.01%	1033
2025 Q2	$63.1K	Sell	1,585 -10,633	-87%	-$439K	﹤0.01%	1483
2025 Q1	$468K	Buy	12,218 +2,305	+23%	+$107K	﹤0.01%	999
2024 Q4	$433K	Buy	+9,913	New	+$488K	﹤0.01%	974

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

AssetMark Inc's IOT Position: Q2 2026 in Review

AssetMark Inc reduced its Samsara (IOT) stake by 14% in Q2 2026, selling an estimated $222K and leaving 45,350 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

AssetMark Inc first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2025. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

AssetMark Inc held 45,350 shares of Samsara worth $1.47M as of Q2 2026.
AssetMark Inc sold 7,164 Samsara shares in Q2 2026, an estimated $222K.
Samsara made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1017 holding.
AssetMark Inc first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
AssetMark Inc's Samsara position peaked at $1.67M in Q4 2025.
551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.