Charles Schwab
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Charles Schwab’s Samsara IOT Stock Holding History

Charles Schwab’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 		$119M Buy
3,657,279
+113,122
+3% +$3.5M 0.02% 693
2026
Q1 		$112M Buy
3,544,157
+273,494
+8% +$8.35M 0.02% 666
2025
Q4 		$116M Buy
3,270,663
+470,054
+17% +$18.2M 0.02% 653
2025
Q3 		$104M Buy
2,800,609
+217,460
+8% +$8.08M 0.02% 689
2025
Q2 		$103M Buy
2,583,149
+353,376
+16% +$14.6M 0.02% 672
2025
Q1 		$85.5M Buy
2,229,773
+352,829
+19% +$16.4M 0.02% 730
2024
Q4 		$82M Buy
1,876,944
+47,911
+3% +$2.36M 0.02% 781
2024
Q3 		$88M Buy
1,829,033
+650,982
+55% +$26.4M 0.02% 741
2024
Q2 		$39.7M Buy
1,178,051
+124,424
+12% +$4.29M 0.01% 1225
2024
Q1 		$39.8M Buy
1,053,627
+84,198
+9% +$2.86M 0.01% 1180
2023
Q4 		$32.4M Buy
969,429
+79,773
+9% +$2.22M 0.01% 1287
2023
Q3 		$22.4M Buy
889,656
+254,473
+40% +$6.75M 0.01% 1436
2023
Q2 		$17.6M Buy
635,183
+52,180
+9% +$1.16M 0.01% 1582
2023
Q1 		$11.5M Buy
583,003
+67,699
+13% +$1.07M ﹤0.01% 1804
2022
Q4 		$6.41M Buy
515,304
+103,041
+25% +$1.17M ﹤0.01% 2080
2022
Q3 		$4.98M Buy
412,263
+76,129
+23% +$1.08M ﹤0.01% 2217
2022
Q2 		$3.75M Buy
336,134
+142,087
+73% +$1.71M ﹤0.01% 2309
2022
Q1 		$3.11M Buy
+194,047
New +$3.7M ﹤0.01% 2492

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

Charles Schwab's IOT Position: Q2 2026 in Review

Charles Schwab increased its Samsara (IOT) stake by 3.2% in Q2 2026, buying an estimated $3.5M and bringing the position to 3,657,279 shares worth $119M. The position accounts for 0.02% of the portfolio, ranked #693.

Charles Schwab first reported a position in IOT in Q1 2022 and has held it in 18 quarters since. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Charles Schwab held 3,657,279 shares of Samsara worth $119M as of Q2 2026.
  • Charles Schwab bought 113,122 Samsara shares in Q2 2026, an estimated $3.5M.
  • Samsara made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #693 holding.
  • Charles Schwab first reported a position in Samsara in Q1 2022 and has held it in 18 quarters since.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.