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Avion Wealth’s Samsara IOT Stock Holding History

Avion Wealth’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 		$4K Sell
124
-2
-2% -$62 ﹤0.01% 851
2026
Q1 		$3K Buy
126
+98
+350% +$2.99K ﹤0.01% 783
2025
Q4 		$0 Buy
28
+2
+8% +$77 ﹤0.01% 1411
2025
Q3 		$0 Sell
26
-14
-35% -$520 ﹤0.01% 1374
2025
Q2 		$1K Buy
40
+26
+186% +$1.07K ﹤0.01% 988
2025
Q1 		$0 Buy
+14
New +$652 ﹤0.01% 1190
2024
Q4 		– Sell
-14
Closed – – 1142
2024
Q3 		$0 Buy
+14
New +$567 ﹤0.01% 1171
2024
Q2 		– Sell
-14
Closed -$1K – 1098
2024
Q1 		$1K Buy
+14
New +$476 ﹤0.01% 979
2023
Q4 		– Sell
-54
Closed – – 1208
2023
Q3 		$0 Buy
54
+20
+59% +$531 ﹤0.01% 1001
2023
Q2 		$0 Buy
+34
New +$754 ﹤0.01% 881

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Avion Wealth's IOT Position: Q2 2026 in Review

Avion Wealth reduced its Samsara (IOT) stake by 1.6% in Q2 2026, selling an estimated $62 and leaving 124 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Avion Wealth first reported a position in IOT in Q2 2023 and has held it in 10 quarters since. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Avion Wealth held 124 shares of Samsara worth $4K as of Q2 2026.
  • Avion Wealth sold 2 Samsara shares in Q2 2026, an estimated $62.
  • Samsara made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #851 holding.
  • Avion Wealth first reported a position in Samsara in Q2 2023 and has held it in 10 quarters since.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.