Clayton Financial Group’s Samsara IOT Stock Holding History

Clayton Financial Group’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	–	Sell	-136	Closed	-$4.31K	–	318
2026 Q1	$4.31K	Hold	136	–	–	﹤0.01%	333
2025 Q4	$4.82K	Buy	+136	New	+$5.26K	﹤0.01%	311

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

Clayton Financial Group's IOT Position: Q2 2026 in Review

Clayton Financial Group sold out of Samsara (IOT) in Q2 2026, closing a stake of 136 shares — an estimated $4.31K sold.

Clayton Financial Group first reported a position in IOT in Q4 2025 and held it in 2 quarters. The position peaked at $4.82K in Q4 2025. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Clayton Financial Group reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 136 Samsara shares in Q2 2026, an estimated $4.31K.
Clayton Financial Group first reported a position in Samsara in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Samsara position peaked at $4.82K in Q4 2025.
551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.