Avalon Trust’s Samsara IOT Stock Holding History

Avalon Trust’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	$20.5K	Hold	632	–	–	﹤0.01%	367
2026 Q1	$20K	Buy	+632	New	+$19.3K	﹤0.01%	369

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

Avalon Trust's IOT Position: Q2 2026 in Review

Avalon Trust held its Samsara (IOT) position steady in Q2 2026 at 632 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Avalon Trust first reported a position in IOT in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Avalon Trust held 632 shares of Samsara worth $20.5K as of Q2 2026.
Avalon Trust left its Samsara share count unchanged in Q2 2026.
Samsara made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #367 holding.
Avalon Trust first reported a position in Samsara in Q1 2026 and has held it in 2 quarters since.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.