BHWM
IOT icon

Bay Harbor Wealth Management’s Samsara IOT Stock Holding History

Bay Harbor 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 		$649 Buy
20
+14
+233% +$434 ﹤0.01% 1013
2026
Q1 		$190 Sell
6
-10
-63% -$305 ﹤0.01% 1156
2025
Q4 		$567 Buy
16
+11
+220% +$426 ﹤0.01% 814
2025
Q3 		$186 Sell
5
-2
-29% -$74 ﹤0.01% 1053
2025
Q2 		$278 Buy
7
+6
+600% +$248 ﹤0.01% 820
2025
Q1 		$38 Buy
+1
New +$47 ﹤0.01% 1056

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

Bay Harbor Wealth Management's IOT Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Samsara (IOT) stake by 233% in Q2 2026, buying an estimated $434 and bringing the position to 20 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Bay Harbor Wealth Management first reported a position in IOT in Q1 2025 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Bay Harbor Wealth Management held 20 shares of Samsara worth $649 as of Q2 2026.
  • Bay Harbor Wealth Management bought 14 Samsara shares in Q2 2026, an estimated $434.
  • Samsara made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • Bay Harbor Wealth Management first reported a position in Samsara in Q1 2025 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.