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Choate Investment Advisors’s Samsara IOT Stock Holding History

Choate Investment Advisors’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 		$841K Hold
25,946
– – 0.01% 262
2026
Q1 		$822K Hold
25,946
– – 0.02% 255
2025
Q4 		$920K Hold
25,946
– – 0.02% 238
2025
Q3 		$966K Buy
25,946
+4,661
+22% +$173K 0.02% 211
2025
Q2 		$847K Buy
21,285
+9,508
+81% +$393K 0.02% 211
2025
Q1 		$451K Hold
11,777
– – 0.01% 271
2024
Q4 		$515K Buy
11,777
+4,757
+68% +$234K 0.01% 267
2024
Q3 		$338K Buy
+7,020
New +$285K 0.01% 300

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

Choate Investment Advisors's IOT Position: Q2 2026 in Review

Choate Investment Advisors held its Samsara (IOT) position steady in Q2 2026 at 25,946 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #262.

Choate Investment Advisors first reported a position in IOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $966K in Q3 2025. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Choate Investment Advisors held 25,946 shares of Samsara worth $841K as of Q2 2026.
  • Choate Investment Advisors left its Samsara share count unchanged in Q2 2026.
  • Samsara made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • Choate Investment Advisors first reported a position in Samsara in Q3 2024 and has held it in 8 quarters since.
  • Choate Investment Advisors's Samsara position peaked at $966K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.