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Atria Investments’s Samsara IOT Stock Holding History

Atria Investments’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 		$679K Buy
20,948
+2,979
+17% +$92.3K 0.01% 1351
2026
Q1 		$569K Sell
17,969
-61
-0.3% -$1.86K 0.01% 1378
2025
Q4 		$639K Buy
18,030
+6,667
+59% +$258K 0.01% 1305
2025
Q3 		$423K Buy
+11,363
New +$422K ﹤0.01% 1514

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

Atria Investments's IOT Position: Q2 2026 in Review

Atria Investments increased its Samsara (IOT) stake by 17% in Q2 2026, buying an estimated $92.3K and bringing the position to 20,948 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #1351.

Atria Investments first reported a position in IOT in Q3 2025 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Atria Investments held 20,948 shares of Samsara worth $679K as of Q2 2026.
  • Atria Investments bought 2,979 Samsara shares in Q2 2026, an estimated $92.3K.
  • Samsara made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1351 holding.
  • Atria Investments first reported a position in Samsara in Q3 2025 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.