Brandywine Managers’s Samsara IOT Stock Holding History

Brandywine Managers’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	$1M	Hold	30,970	–	–	0.5%	19
2026 Q1	$981K	Hold	30,970	–	–	0.58%	14
2025 Q4	$1.1M	Hold	30,970	–	–	0.54%	16
2025 Q3	$1.15M	Hold	30,970	–	–	1.11%	12
2025 Q2	$1.23M	Hold	30,970	–	–	1.22%	13
2025 Q1	$1.19M	Hold	30,970	–	–	1.42%	10
2024 Q4	$1.35M	Hold	30,970	–	–	1.43%	11
2024 Q3	$1.49M	Buy	30,970 +7,392	+31%	+$300K	1.6%	9
2024 Q2	$795K	Hold	23,578	–	–	0.84%	18
2024 Q1	$891K	Hold	23,578	–	–	0.88%	16
2023 Q4	$787K	Hold	23,578	–	–	0.86%	17
2023 Q3	$594K	Hold	23,578	–	–	1%	20
2023 Q2	$653K	Sell	23,578 -2,000	-8%	-$44.3K	0.43%	29
2023 Q1	$504K	Hold	25,578	–	–	0.36%	33
2022 Q4	$318K	Hold	25,578	–	–	1.11%	29
2022 Q3	$309K	Hold	25,578	–	–	1.02%	30
2022 Q2	$286K	Buy	25,578 +5,310	+26%	+$64.1K	0.7%	32
2022 Q1	$325K	Buy	20,268 +10,647	+111%	+$203K	0.56%	35
2021 Q4	$270K	Buy	+9,621	New	+$251K	0.31%	41

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

Brandywine Managers's IOT Position: Q2 2026 in Review

Brandywine Managers held its Samsara (IOT) position steady in Q2 2026 at 30,970 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #19.

Brandywine Managers first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2024. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Brandywine Managers held 30,970 shares of Samsara worth $1M as of Q2 2026.
Brandywine Managers left its Samsara share count unchanged in Q2 2026.
Samsara made up 0.5% of Brandywine Managers's portfolio in Q2 2026, its #19 holding.
Brandywine Managers first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
Brandywine Managers's Samsara position peaked at $1.49M in Q3 2024.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.