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Avior Wealth Management’s Samsara IOT Stock Holding History

Avior Wealth Management’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 		$517K Buy
15,956
+1,494
+10% +$46.3K 0.01% 509
2026
Q1 		$458K Buy
14,462
+4,383
+43% +$134K 0.01% 552
2025
Q4 		$357K Sell
10,079
-1,637
-14% -$63.4K 0.01% 559
2025
Q3 		$436K Buy
11,716
+2,032
+21% +$75.5K 0.01% 478
2025
Q2 		$385K Sell
9,684
-1,707
-15% -$70.5K 0.01% 505
2025
Q1 		$437K Hold
11,391
– – 0.02% 440
2024
Q4 		$498K Sell
11,391
-979
-8% -$48.2K 0.02% 447
2024
Q3 		$595K Buy
12,370
+146
+1% +$5.92K 0.02% 407
2024
Q2 		$412K Buy
12,224
+12,107
+10,348% +$418K 0.02% 486
2024
Q1 		$4.42K Buy
+117
New +$3.98K ﹤0.01% 2112
2022
Q1 		– Sell
-100
Closed -$2K – 1162
2021
Q4 		$2K Buy
+100
New +$2.6K ﹤0.01% 974

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

Avior Wealth Management's IOT Position: Q2 2026 in Review

Avior Wealth Management increased its Samsara (IOT) stake by 10% in Q2 2026, buying an estimated $46.3K and bringing the position to 15,956 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #509.

Avior Wealth Management first reported a position in IOT in Q4 2021 and has held it in 11 quarters since. The position peaked at $595K in Q3 2024. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Avior Wealth Management held 15,956 shares of Samsara worth $517K as of Q2 2026.
  • Avior Wealth Management bought 1,494 Samsara shares in Q2 2026, an estimated $46.3K.
  • Samsara made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Avior Wealth Management first reported a position in Samsara in Q4 2021 and has held it in 11 quarters since.
  • Avior Wealth Management's Samsara position peaked at $595K in Q3 2024.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.