Avantax Advisory Services’s Samsara IOT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$426K	Buy	10,711 +1,397	+15%	+$57.7K	﹤0.01%	1683
2025 Q1	$357K	Buy	+9,314	New	+$434K	﹤0.01%	1713
2024 Q1	–	Sell	-8,282	Closed	-$276K	–	1701
2023 Q4	$276K	Sell	8,282 -3,718	-31%	-$103K	﹤0.01%	1281
2023 Q3	$303K	Sell	12,000 -4,375	-27%	-$116K	﹤0.01%	1196
2023 Q2	$454K	Sell	16,375 -2,225	-12%	-$49.3K	0.01%	978
2023 Q1	$367K	Sell	18,600 -2,200	-11%	-$34.9K	﹤0.01%	1042
2022 Q4	$259K	Hold	20,800	–	–	﹤0.01%	1181
2022 Q3	$251K	Buy	+20,800	New	+$295K	﹤0.01%	1082

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Advisory Services's IOT Position: Q2 2025 in Review

Avantax Advisory Services increased its Samsara (IOT) stake by 15% in Q2 2025, buying an estimated $57.7K and bringing the position to 10,711 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Avantax Advisory Services first reported a position in IOT in Q3 2022 and has held it in 8 quarters since. The position peaked at $454K in Q2 2023. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Avantax Advisory Services held 10,711 shares of Samsara worth $426K as of Q2 2025.
Avantax Advisory Services bought 1,397 Samsara shares in Q2 2025, an estimated $57.7K.
Samsara made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1683 holding.
Avantax Advisory Services first reported a position in Samsara in Q3 2022 and has held it in 8 quarters since.
Avantax Advisory Services's Samsara position peaked at $454K in Q2 2023.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.